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iShares S&P MidCap 400 Value Index shares owned by Net Worth Advisory Group

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

Historical chart of Net Worth Advisory Group 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 Net Worth Advisory Group 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 Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $507k 3.9k 129.70
2025-06-30 $4.1M 33k 123.58
2025-03-31 $426k 3.6k 119.74
2024-12-31 $374k 3.0k 124.95
2024-09-30 $374k 3.0k 123.64

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Net Worth Advisory Group

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