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

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

Historical chart of Tripletail Wealth 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 Tripletail Wealth 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 Tripletail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3k 10 131.30

More positions owned by Tripletail Wealth Management

John Bean Technologies Corporation (JBTM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Arista Networks Com Shs (ANET)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Tripletail Wealth Management

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