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

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

Historical chart of JPL 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 JPL 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 2.1k 129.72
2025-06-30 $254k 2.1k 123.58
2025-03-31 $243k 2.1k 118.29
2024-12-31 $257k 2.1k 124.96
2024-06-30 $233k 2.1k 113.46
2024-03-31 $243k 2.1k 118.29

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
UnitedHealth (UNH)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Caterpillar (CAT)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 100 Etf (OEF)

View all positions for JPL Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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

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