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

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

Historical chart of SlateStone Wealth 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 SlateStone Wealth 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $411k 3.2k 129.73
2025-06-30 $391k 3.2k 123.46
2025-03-31 $379k 3.2k 119.75
2024-12-31 $395k 3.2k 124.84
2024-09-30 $391k 3.2k 123.66

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
iShares Russell 1000 Growth ET Etf (IWF)
Caterpillar (CAT)
Berkshire Hathaway (BRK.B)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Pepsi (PEP)

View all positions for SlateStone Wealth

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