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iShares S&P MidCap 400 Value Index shares owned by Independence Financial Advisors

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

Historical chart of Independence Financial 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 Independence Financial 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 Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.8M 66k 147.73

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Matls Index (FMAT)
Ishares Tr S&p Mc 400vl Etf (IJJ)

View all positions for Independence Financial Advisors

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
Cullen Frost Bankers
LPL Financial
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