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iShares S&P MidCap 400 Value Index shares owned by North Capital

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

Historical chart of North Capital 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 North Capital 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 North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 409 129.72
2025-06-30 $50k 408 123.58
2025-03-31 $49k 408 119.73

More positions owned by North Capital

Spdr Series Trust Loomberg 1-3 Mo (BIL)
Dimensional Etf Trust S Core Eqt Mkt (DFAU)
Apple Om (AAPL)
Dimensional Etf Trust Ntl Core Eqt Mk (DFAI)
Dimensional Etf Trust Mgr Cre Eqt Mng (DFAE)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Scottsdale Fds Hort Term Treas (VGSH)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Instl Index Ltra-short Trea (VGUS)
Microsoft Corp Om (MSFT)
Berkshire Hathaway Inc Del L B New (BRK.B)
Meta Platforms L A (META)
Ubs Ag London Branch Tracs Alerian M (AMUB)
Vanguard Star Fds G Tl Intl Stk F (VXUS)
Alphabet Ap Stk Cl A (GOOGL)

View all positions for North Capital

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