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

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

Historical chart of Garde Capital 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 Garde Capital 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 Garde Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $230k 1.9k 123.58
2025-03-31 $222k 1.9k 119.73
2024-12-31 $232k 1.9k 124.93
2024-09-30 $230k 1.9k 123.86
2024-06-30 $211k 1.9k 113.62
2024-03-31 $247k 2.1k 117.84
2023-12-31 $239k 2.1k 114.03
2014-09-30 $255k 2.1k 120.23

More positions owned by Garde Capital

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Amazon (AMZN)

View all positions for Garde Capital

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