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iShares S&P MidCap 400 Value Index shares owned by Doliver Capital Advisors

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

Historical chart of Doliver Capital Advisors 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 Doliver Capital Advisors 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 Doliver Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $474k 3.6k 131.59
2025-09-30 $483k 3.7k 129.72
2025-06-30 $488k 4.0k 123.58
2025-03-31 $495k 4.1k 119.73

More positions owned by Doliver Capital Advisors

Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Us Gwt (IUSG)
Tidal Trust Ii Dga Core Plus Ab (HF)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)
Visa Com Cl A (V)
Philip Morris International (PM)
Ishares Tr Russell 2000 Etf (IWM)
Eaton Corp SHS (ETN)

View all positions for Doliver Capital Advisors

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
Royal Bank of Canada
Jpmorgan Chase & Co

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