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

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

Historical chart of Gallagher 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 Gallagher 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 Gallagher Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 29k 121.61

More positions owned by Gallagher Capital Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Select Divid Etf (DVY)
Amazon (AMZN)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Costco Wholesale Corporation (COST)
Pfizer (PFE)

View all positions for Gallagher 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