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iShares S&P MidCap 400 Value Index shares owned by Clientfirst Wealth Management

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

Historical chart of Clientfirst Wealth 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 Clientfirst Wealth 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 Clientfirst Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 2.3k 131.59
2025-09-30 $293k 2.3k 129.72
2025-06-30 $279k 2.3k 123.58
2025-03-31 $270k 2.3k 119.73
2024-12-31 $282k 2.3k 124.96
2023-09-30 $223k 2.3k 98.90
2023-06-30 $247k 2.3k 109.32
2023-03-31 $229k 2.3k 101.21
2022-12-31 $228k 2.3k 100.80
2022-09-30 $235k 2.3k 104.07
2022-06-30 $213k 2.3k 94.33
2022-03-31 $248k 2.3k 109.83
2021-12-31 $249k 2.3k 110.27

More positions owned by Clientfirst Wealth Management

Dillards Cl A (DDS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Val Etf (IVE)
Palantir Technologies Cl A (PLTR)

View all positions for Clientfirst Wealth 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
HighTower Advisors
Bank of New York Mellon

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