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iShares S&P MidCap 400 Value Index shares owned by Summit Asset Management

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

Historical chart of Summit Asset 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 Summit Asset 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 Summit Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 1.4k 147.73
2018-09-30 $254k 1.5k 167.55
2018-06-30 $360k 2.2k 162.02
2018-03-31 $343k 2.2k 154.37
2017-12-31 $358k 2.2k 160.32
2017-09-30 $341k 2.2k 152.71
2017-06-30 $330k 2.2k 148.51
2017-03-31 $330k 2.2k 148.51
2016-12-31 $323k 2.2k 145.36

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Internl Divid (SCHY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Asset Management

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