Veridan Wealth »

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

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

Historical chart of Veridan 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 Veridan Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Veridan Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 3.4k 131.59
2025-09-30 $440k 3.4k 129.73
2024-06-30 $418k 3.4k 123.59

More positions owned by Veridan Wealth

Rocket Cos Com Cl A (RKT)
Wells Fargo & Company (WFC)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard World Mega Cap Val Etf (MGV)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Msci Intl Moment (IMTM)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Veridan Wealth

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
LPL Financial
Raymond James Financial
Ameriprise Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Jpmorgan Chase & Co

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