Wagner Bowman Management »

iShares S&P MidCap 400 Value Index shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman 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 Wagner Bowman Management 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 1.8k 131.59
2025-09-30 $234k 1.8k 129.72
2025-06-30 $234k 1.9k 123.58

More positions owned by Wagner Bowman Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Wagner Bowman Management

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
Ameriprise Financial
LPL Financial
Raymond James 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