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

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

Historical chart of StrongBox 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 StrongBox 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 StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 137 147.73

More positions owned by StrongBox Wealth

Jpmorgan Ultra-short Income Etf Shs Ben Int (JPST)
Ishares 1-3 Year Treasury Bond Etf Shs Ben Int (SHY)
Alphabet Inc Class A cs (GOOGL)
Capital Group International Equity Etf Shs Ben Int (CGIE)
Invesco Qqq Trust Series I Shs Ben Int (QQQ)
Ishares Msci Usa Quality Factor Etf Shs Ben Int (QUAL)
Ishares Core S&p Mid-cap Etf Shs Ben Int (IJH)
Broadcom (AVGO)
Eaton (ETN)
JPMorgan Chase & Co. (JPM)
Visa (V)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
State Street Real Estate Select Sector Spdr Etf Shs Ben Int (XLRE)
Raytheon Technologies Corp (RTX)

View all positions for StrongBox Wealth

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