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iShares S&P MidCap 400 Value Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 1.5k 147.77
2021-03-31 $203k 2.0k 101.81
2018-09-30 $21k 125 167.98

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Core Msci Euro (IEUR)
Ishares Msci Japan Etf (EWJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Zacks Trust Small/mid Cap (SMIZ)
Ishares Tr Ibonds Oct 2030 (IBIG)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded SHS (FDL)
Ishares Gold Tr Ishares New (IAU)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for TRUE Private Wealth Advisors

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