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Per Stirling Capital Management »

iShares S&P MidCap 400 Value Index shares owned by Per Stirling Capital Management

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

Historical chart of Per Stirling Capital Management 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 Per Stirling Capital Management 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 Per Stirling Capital Management

Quarter filed	Position value	Share count	Share price at filing
2025-03-31	$3.9M	32k	119.73
2024-12-31	$4.2M	33k	124.96
2024-09-30	$4.1M	33k	123.62
2023-12-31	$3.1M	27k	114.04
2022-12-31	$232k	2.3k	100.79

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)

Wisdomtree Tr Us Qtly Div Grt (DGRW)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Ishares Tr S&p 500 Grwt Etf (IVW)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Ishares Tr S&p 500 Val Etf (IVE)

Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

Ishares Tr Core Msci Eafe (IEFA)

First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)

First Tr Exchange-traded Intermediate Dur (FIIG)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Per Stirling Capital Management

Top funds holding iShares S&P MidCap 400 Value Index

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Envestnet Asset Management

Pnc Financial Services

D.A. Davidson & Co.

Raymond James Financial

Financial Engines Advisors L.L.C

Northwestern Mutual Wealth Management Company

Royal Bank of Canada

Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index

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