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

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

Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 32k 131.59
2025-09-30 $3.5M 27k 129.72
2025-06-30 $3.1M 26k 123.58
2025-03-31 $3.1M 26k 119.73
2024-12-31 $3.4M 26k 131.02
2024-09-30 $3.7M 27k 133.36
2024-06-30 $3.4M 30k 112.23

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation Call Option (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Sanctuary Advisors

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
LPL Financial
Raymond James Financial
Ameriprise 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