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iShares S&P MidCap 400 Value Index shares owned by Monetary Solutions

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

Historical chart of Monetary Solutions 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 Monetary Solutions 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 Monetary Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 105 131.59

More positions owned by Monetary Solutions

Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Floating Rate Bond Etf Etf (FLOT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Apple Stock (AAPL)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Chase & Co Stock (JPM)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Small Cap Value Etf Etf (VBR)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Invesco S&p Midcap Momentum Etf Etf (XMMO)
Abbvie Stock (ABBV)
Vanguard International High Dividend Yield Etf Etf (VYMI)

View all positions for Monetary Solutions

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