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iShares S&P MidCap 400 Value Index shares owned by Nicholas Hoffman & Company

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

Historical chart of Nicholas Hoffman & Company 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 Nicholas Hoffman & Company 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 Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $601k 4.6k 129.72
2025-06-30 $533k 4.3k 123.58

More positions owned by Nicholas Hoffman & Company

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Vanguard Dividend Appreciation Etf Etf (VIG)
Intuit Stock (INTU)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Vanguard Total Stock Market Etf Etf (VTI)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for Nicholas Hoffman & Company

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