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iShares S&P MidCap 400 Value Index shares owned by Fifth Third Wealth Advisors

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

Historical chart of Fifth Third Wealth 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 Fifth Third Wealth 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 Fifth Third Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 36k 129.72
2025-06-30 $4.7M 38k 123.58
2025-03-31 $5.2M 44k 119.73
2024-12-31 $3.3M 27k 124.96
2024-09-30 $3.3M 27k 123.62
2024-06-30 $2.8M 25k 113.46
2024-03-31 $2.8M 24k 118.29

More positions owned by Fifth Third Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Fastenal Company (FAST)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Facebook Inc cl a (META)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Fifth Third Wealth Advisors

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