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iShares S&P MidCap 400 Value Index shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions Wealth 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 Independent Solutions Wealth 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 Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $406k 3.1k 132.50
2025-03-31 $1.3M 11k 119.73

More positions owned by Independent Solutions Wealth Management

Listed Fds Tr Alexis Practical (LEXI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Tr Core Us Aggbd Et (AGG)
Palantir Technologies Cl A (PLTR)
Costco Wholesale Corporation (COST)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Intrm Gov Cr Etf (GVI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Independent Solutions Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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