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iShares S&P MidCap 400 Value Index shares owned by Investmark Advisory Group

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

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 1.7k 131.64
2025-09-30 $223k 1.7k 129.75
2025-06-30 $212k 1.7k 123.63
2022-03-31 $43k 390 110.26
2021-12-31 $43k 390 110.26

More positions owned by Investmark Advisory Group

Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Philip Morris International (PM)
Abbvie (ABBV)
Qualcomm (QCOM)
Fidelity Covington Trust High Divid Etf (FDVV)
Altria (MO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Johnson & Johnson (JNJ)
Home Depot (HD)

View all positions for Investmark Advisory Group

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