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iShares S&P MidCap 400 Value Index shares owned by Cornerstone Financial Management

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

Historical chart of Cornerstone Financial 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 Cornerstone Financial 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 Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $54k 410 132.50

More positions owned by Cornerstone Financial Management

Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mega Cap Value Etf Etf (MGV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Mid-cap Etf Etf (VO)

View all positions for Cornerstone Financial Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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