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iShares S&P MidCap 400 Value Index shares owned by Mcdonald Partners

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

Historical chart of Mcdonald Partners 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 Mcdonald Partners 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 Mcdonald Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $138k 932 147.73
2022-06-30 $305k 3.2k 94.31
2022-03-31 $355k 3.2k 109.77
2021-09-30 $333k 3.2k 102.97
2021-06-30 $341k 3.2k 105.44
2021-03-31 $360k 3.5k 101.81
2020-12-31 $305k 3.5k 86.26

More positions owned by Mcdonald Partners

Eaton Corp SHS (ETN)
Lumentum Hldgs (LITE)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Amgen (AMGN)
Abbvie (ABBV)

View all positions for Mcdonald Partners

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
LPL Financial
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Ameriprise Financial
Royal Bank of Canada

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