Clayton Financial Group »

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

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

Historical chart of Clayton Financial 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 Clayton Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 776 129.78
2025-03-31 $246k 2.1k 119.75
2024-12-31 $261k 2.1k 124.98
2024-09-30 $266k 2.2k 123.62
2024-06-30 $463k 3.9k 118.30
2024-03-31 $463k 3.9k 118.30

More positions owned by Clayton Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Abbvie (ABBV)

View all positions for Clayton Financial Group

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