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iShares S&P MidCap 400 Value Index shares owned by MidAtlantic Capital Management

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

Historical chart of MidAtlantic Capital 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 MidAtlantic Capital 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 MidAtlantic Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 10k 129.72
2025-06-30 $1.3M 10k 123.58
2025-03-31 $1.3M 11k 119.73
2024-12-31 $1.3M 10k 124.96
2024-09-30 $1.2M 9.9k 123.62
2024-06-30 $1.1M 9.9k 113.46
2024-03-31 $1.2M 9.9k 118.29
2023-12-31 $1.1M 9.9k 114.04

More positions owned by MidAtlantic Capital Management

Ishares Tr Ore S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Index Fds Rowth Etf (VUG)
Ishares Tr Us 1000 Grw Etf (IWF)
Vanguard Whitehall Fds Igh Div Yld (VYM)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Scp Etf (IJR)
Vanguard Index Fds Cap Gr Idxvip (VOT)
Ishares Tr Ore S&p Mcp Etf (IJH)
Spdr Series Trust Rtflo S&p500 Vl (SPYV)
Wisdomtree Tr S Largecap Divd (DLN)
Vanguard Scottsdale Fds Hrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Ore Plus Bd Etf (JCPB)
Vanguard Bd Index Fds Ntermed Term (BIV)

View all positions for MidAtlantic Capital 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