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

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

Historical chart of Purkiss Capital Advisors 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 Purkiss Capital Advisors 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 Purkiss Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $569k 4.4k 129.72
2025-06-30 $418k 3.4k 123.56

More positions owned by Purkiss Capital Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Purkiss Capital Advisors

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