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iShares S&P MidCap 400 Value Index shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group 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 Chung Wu Investment Group 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 Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2k 32 131.59
2025-09-30 $4.2k 32 129.72
2025-06-30 $4.0k 32 123.59

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Micron Technology (MU)
Antero Midstream Corp antero midstream (AM)
Abbvie (ABBV)
Goldman Sachs (GS)
Exxon Mobil Corporation (XOM)

View all positions for Chung Wu Investment Group

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
G. W. Henssler & Associates

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