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iShares S&P MidCap 400 Value Index shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial Advisors 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 McMahon Financial Advisors 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 47k 129.72
2025-06-30 $5.3M 43k 123.58
2025-03-31 $946k 7.9k 119.73

More positions owned by McMahon Financial Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Bloomberg Invt (FLRN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Global Energ Etf (IXC)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)

View all positions for McMahon Financial Advisors

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