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iShares S&P MidCap 400 Value Index shares owned by Ferguson Wellman Capital Management

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

Historical chart of Ferguson Wellman Capital 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 Ferguson Wellman Capital 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 Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $284k 1.9k 147.71

More positions owned by Ferguson Wellman Capital Management

Alphabet Inc Class A cs (GOOGL)
iShares MSCI ACWI ex-US Index Etf (ACWX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Cisco Systems (CSCO)
Amazon (AMZN)
iShares Core US Aggregate Bond Etf (AGG)
Abbvie (ABBV)
iShares Core S&P 500 ETF Etf (IVV)
Chevron Corporation (CVX)
iShares Barclays MBS Fixed-Rat Etf (MBB)
State Street Corporation (STT)

View all positions for Ferguson Wellman Capital Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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