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iShares S&P MidCap 400 Value Index shares owned by SB Capital Management

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

Historical chart of SB Capital 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 SB Capital 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 SB Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 19k 131.59

More positions owned by SB Capital Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Capricor Therapeutics Com New (CAPR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr 3yrtb Etf (ISHG)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for SB Capital Management

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.
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
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index