Clear Investment Research »

iShares S&P MidCap 400 Value Index shares owned by Clear Investment Research

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

Historical chart of Clear Investment Research 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 Clear Investment Research 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 Clear Investment Research

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3k 64 114.09

More positions owned by Clear Investment Research

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Extended Dur (EDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Graphic Packaging Holding Company (GPK)
Scwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL)
Ishares Tr Cores Msci Eafe (IEFA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Clear Investment Research

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