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iShares S&P MidCap 400 Value Index shares owned by Clarity Financial

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

Historical chart of Clarity Financial 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 Clarity Financial 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 Clarity Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 3.1k 129.73

More positions owned by Clarity Financial

Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Vanguard World Mega Grwth Ind (MGK)
Procter & Gamble Company (PG)
Palo Alto Networks (PANW)
Amazon (AMZN)

View all positions for Clarity Financial

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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

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