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

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

Historical chart of Riverbend 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 Riverbend 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 Riverbend Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $519k 4.0k 129.72
2025-06-30 $494k 4.0k 123.58
2025-03-31 $479k 4.0k 119.73
2024-12-31 $500k 4.0k 124.96

More positions owned by Riverbend Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Broadcom (AVGO)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Riverbend 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