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iShares S&P MidCap 400 Value Index shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth 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 SIMA Wealth 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $87k 590 147.75
2026-03-31 $82k 620 132.52
2025-12-31 $92k 695 131.61
2025-09-30 $90k 695 129.74
2025-06-30 $92k 745 123.59
2025-03-31 $89k 745 119.74
2024-12-31 $93k 745 124.97
2024-09-30 $92k 745 123.63
2024-06-30 $85k 745 113.47

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust ST STR P500GRW (SPYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust St Str P400mid (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
LPL Financial
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Ameriprise Financial

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