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iShares S&P MidCap 400 Value Index shares owned by Quaker Wealth Management

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

Historical chart of Quaker Wealth 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 Quaker Wealth 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 Quaker Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $28k 218 129.47
2025-06-30 $27k 217 123.37
2025-03-31 $26k 216 119.57

More positions owned by Quaker Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Quaker Wealth Management

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