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

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

Historical chart of Independent 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 Independent 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 1.4k 147.73

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Mega Grwth Ind (MGK)
Ishares Silver Tr Ishares (SLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Independent Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
LPL Financial
Cullen Frost Bankers
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