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iShares S&P MidCap 400 Value Index shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.7k 129.69
2025-06-30 $204k 1.6k 123.56
2024-12-31 $205k 1.6k 124.96
2024-09-30 $202k 1.6k 123.64
2023-12-31 $309k 2.7k 114.03
2023-09-30 $271k 2.7k 100.94
2023-06-30 $288k 2.7k 107.14
2023-03-31 $276k 2.7k 102.77
2022-12-31 $269k 2.7k 100.81
2022-09-30 $239k 2.7k 89.85
2022-06-30 $284k 3.0k 94.51
2022-03-31 $328k 3.0k 109.52
2021-12-31 $411k 3.7k 110.78
2021-09-30 $382k 3.7k 103.02
2021-06-30 $430k 4.1k 105.42
2021-03-31 $424k 4.2k 101.83
2020-12-31 $366k 4.2k 86.22
2020-09-30 $292k 2.2k 134.94
2020-06-30 $286k 2.2k 132.84
2020-03-31 $227k 2.1k 109.71
2019-12-31 $328k 2.1k 159.69
2019-09-30 $328k 2.1k 160.00
2019-06-30 $326k 2.0k 159.65
2019-03-31 $339k 2.2k 154.51
2018-12-31 $281k 2.0k 138.56
2018-09-30 $337k 2.0k 167.33
2018-06-30 $335k 2.1k 161.91
2018-03-31 $339k 2.2k 154.51
2017-12-31 $412k 2.6k 160.00
2017-09-30 $361k 2.4k 152.51
2017-06-30 $353k 2.4k 148.69
2017-03-31 $351k 2.4k 148.35
2016-12-31 $363k 2.5k 145.26
2016-09-30 $349k 2.6k 132.95

More positions owned by Moneywise

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Eventide Us Mrkt (ESUM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Moneywise

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