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

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

Historical chart of Enzi Wealth 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 Enzi Wealth 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 Enzi Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 2.2k 125.42
2023-03-31 $253k 2.5k 102.18
2022-12-31 $308k 2.8k 108.77
2022-09-30 $295k 2.8k 104.24

More positions owned by Enzi Wealth

John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Enzi Wealth

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

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