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iShares S&P MidCap 400 Value Index shares owned by MB Generational Wealth

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

Historical chart of MB Generational Wealth 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 MB Generational Wealth 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 MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 1.8k 129.72
2025-03-31 $217k 1.8k 119.73
2024-12-31 $227k 1.8k 124.96
2024-09-30 $224k 1.8k 123.62
2024-06-30 $206k 1.8k 113.46
2024-03-31 $215k 1.8k 118.29
2023-12-31 $207k 1.8k 114.04

More positions owned by MB Generational Wealth

Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Emerging Mkt Val (AVES)
Gossamer Bio (GOSS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for MB Generational Wealth

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