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

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 15k 132.50

More positions owned by Private Advisory

Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Ishares Msci Sth Kor Etf (EWY)
Netflix (NFLX)
Broadcom (AVGO)
Ishares Msci Equal Weite (EUSA)
Tesla Motors (TSLA)
Micron Technology (MU)
Vertiv Holdings Com Cl A (VRT)

View all positions for Private Advisory

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
FMR
Wells Fargo & Company
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
Raymond James Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Ameriprise Financial

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