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

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

Historical chart of Cooke 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 Cooke 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 Cooke Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 21k 132.50

More positions owned by Cooke Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Small Cp Etf (VB)
Stryker Corporation (SYK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Cooke 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