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iShares S&P MidCap 400 Value Index shares owned by Leeward Investments, LLC - MA

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Leeward Investments, LLC - MA from 13F filings

Historical chart of Leeward Investments, LLC - MA investment in iShares S&P MidCap 400 Value Index

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All positions including iShares S&P MidCap 400 Value Index held by Leeward Investments, LLC - MA 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 Leeward Investments, LLC - MA

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 54k 129.72

More positions owned by Leeward Investments, LLC - MA

Lumentum Hldgs (LITE)
Encompass Health Corp (EHC)
First Horizon National Corporation (FHN)
Clean Harbors (CLH)
Newmark Group Cl A (NMRK)
Wintrust Financial Corporation (WTFC)
Agree Realty Corporation (ADC)
Gates Indl Corp Ord Shs (GTES)
Permian Resources Corp Class A Com (PR)
Regal-beloit Corporation (RRX)
EnPro Industries (NPO)
Huron Consulting (HURN)
Starwood Property Trust (STWD)
Standex Int'l (SXI)
Columbia Banking System (COLB)

View all positions for Leeward Investments, LLC - MA

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