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iShares S&P MidCap 400 Value Index shares owned by Clark Asset Management

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

Historical chart of Clark Asset Management 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 Clark Asset Management 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 Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 1.7k 131.59
2025-09-30 $218k 1.7k 129.72
2025-06-30 $208k 1.7k 123.58
2025-03-31 $202k 1.7k 119.70

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Clark Asset Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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