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iShares S&P MidCap 400 Value Index shares owned by Causey Wealth

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Causey Wealth from 13F filings

Historical chart of Causey Wealth investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Causey Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.8M 59k 132.50
2025-12-31 $8.7M 66k 131.59
2025-09-30 $8.4M 65k 129.72
2025-06-30 $8.3M 67k 123.58
2025-03-31 $8.6M 72k 119.73
2024-12-31 $10M 80k 124.96

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
Raymond James Financial
LPL Financial
Northern Trust
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Ameriprise Financial

View all funds holding iShares S&P MidCap 400 Value Index