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iShares S&P MidCap 400 Value Index shares owned by Novem Group

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

Historical chart of Novem 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 Novem 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 Novem Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 40k 129.72
2025-06-30 $4.9M 40k 123.58
2025-03-31 $4.6M 38k 119.73
2024-12-31 $4.6M 37k 124.96

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem 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