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iShares S&P MidCap 400 Value Index shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset 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 Lewis Asset 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 Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 2.8k 129.72
2025-06-30 $340k 2.8k 123.58

More positions owned by Lewis Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Divid Etf (SDY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Costco Wholesale Corporation (COST)

View all positions for Lewis Asset 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