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iShares S&P MidCap 400 Value Index shares owned by Naples Global Advisors

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $542k 4.2k 129.73
2025-06-30 $516k 4.2k 123.57
2025-03-31 $505k 4.2k 119.74
2024-12-31 $527k 4.2k 124.95
2024-09-30 $521k 4.2k 123.63
2024-06-30 $478k 4.2k 113.47
2024-03-31 $499k 4.2k 118.29

More positions owned by Naples Global Advisors

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Corning Incorporated (GLW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Oracle Corporation (ORCL)
Home Depot (HD)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)

View all positions for Naples Global 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