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iShares S&P MidCap 400 Value Index shares owned by NWF Advisory Services

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

Historical chart of NWF Advisory Services 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 NWF Advisory Services 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 NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 1.8k 129.72
2025-03-31 $208k 1.7k 119.73
2024-09-30 $215k 1.7k 123.62
2024-06-30 $231k 2.0k 113.46
2024-03-31 $241k 2.0k 118.29

More positions owned by NWF Advisory Services

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Spdr Series Trust S&p Divid Etf (SDY)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for NWF Advisory Services

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