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iShares S&P MidCap 400 Value Index shares owned by Midwest Capital Advisors

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

Historical chart of Midwest Capital 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 Midwest Capital 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 Midwest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9k 30 130.63
2025-06-30 $6.1k 49 123.57
2025-03-31 $24k 198 119.73

More positions owned by Midwest Capital Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Midwest Capital 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