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iShares S&P MidCap 400 Value Index shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group 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 Turning Point Benefit Group 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 Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 14k 131.59
2025-09-30 $1.4M 11k 130.29
2025-06-30 $432k 3.5k 123.58
2025-03-31 $240k 2.3k 106.59
2024-12-31 $693k 5.5k 124.86

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Ishares Tr Etf (FLOT)
Spdr Series Trust Etf (SPLG)
Northern Lts Fd Tr Iv Etf (WWJD)
Capital Group U S Multi Sec Etf (CGMS)
Wheaton Precious Metals Corp (WPM)
Dimensional Etf Trust Etf (DFIV)
Vanguard Whitehall Fds Etf (VYMI)
Bluerock Pvt Real Estate
T Rowe Price Etf Etf (TFLR)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
First Tr Exchange-traded Etf (FDL)
Capital Group Divid Value Etf Shs Creation Unit (CGDV)

View all positions for Turning Point Benefit Group

Top funds holding iShares S&P MidCap 400 Value Index

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
G. W. Henssler & Associates

View all funds holding iShares S&P MidCap 400 Value Index