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iShares S&P MidCap 400 Value Index shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3B 56k 129719.97
2025-06-30 $5.3B 43k 123581.14
2025-03-31 $4.9B 41k 119730.68
2024-12-31 $3.0B 24k 124961.64
2024-09-30 $3.0B 24k 123620.33
2024-06-30 $2.8B 25k 113460.19
2024-03-31 $2.9B 25k 118290.73
2023-09-30 $4.6B 45k 100930.36
2023-06-30 $5.0B 46k 107130.01
2023-03-31 $4.7B 46k 102770.58
2022-12-31 $4.8B 47k 100799.89

More positions owned by DDFG

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for DDFG

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