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Root Financial Partners »

iShares S&P MidCap 400 Value Index shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$352k	2.7k	129.72
2025-06-30	$297k	2.4k	123.58
2025-03-31	$288k	2.4k	119.73
2024-12-31	$301k	2.4k	124.96

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View all positions for Root Financial Partners

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