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iShares S&P MidCap 400 Value Index shares owned by InvesTrust

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

Historical chart of InvesTrust 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 InvesTrust 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 InvesTrust

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.8M 60k 131.59
2025-09-30 $7.7M 60k 129.72
2025-06-30 $7.4M 60k 123.58
2025-03-31 $7.4M 62k 119.73
2024-12-31 $7.8M 63k 124.17

More positions owned by InvesTrust

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for InvesTrust

Top funds holding iShares S&P MidCap 400 Value Index

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
Jpmorgan Chase & Co

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