Midwest Trust »

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

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

Historical chart of Midwest Trust 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 Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Midwest Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 30k 131.59
2025-09-30 $4.0M 31k 129.72
2025-06-30 $3.9M 32k 123.58

More positions owned by Midwest Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Eetf (VO)
Alphabet Inc Class A cs (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Fetf (GVI)
Alphabet Inc Class C cs (GOOG)
Abbvie (ABBV)
Vanguard Tax-managed Fds Ietf (VEA)
Dimensional Etf Trust Eetf (DFAS)
Vanguard Index Fds Eetf (VOO)
Wal-Mart Stores (WMT)

View all positions for Midwest Trust

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Wells Fargo & Company
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
Jpmorgan Chase & Co

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