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iShares S&P MidCap 400 Value Index shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson 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 Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-12-31 $403k 3.1k 131.59
2025-09-30 $398k 3.1k 129.72
2025-06-30 $379k 3.1k 123.58
2025-03-31 $367k 3.1k 119.73

More positions owned by Richards, Merrill & Peterson

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)
Home Depot (HD)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Raymond James Financial
Northern Trust
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