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

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 1.4k 147.73
2019-03-31 $244k 1.6k 157.32
2018-12-31 $214k 1.5k 138.24
2018-09-30 $258k 1.5k 167.32
2018-06-30 $249k 1.5k 161.90
2018-03-31 $227k 1.5k 154.63
2017-12-31 $226k 1.4k 160.17
2017-09-30 $215k 1.4k 152.70
2017-06-30 $208k 1.4k 148.04
2017-03-31 $208k 1.4k 148.25
2016-12-31 $203k 1.4k 144.59
2015-03-31 $200k 1.5k 130.72

More positions owned by Wealth Architects

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Lam Research Corp Com New (LRCX)
Flexshares Iboxx 5yr Target Dur Tips Etf Iboxx 5yr Trgt (TDTF)
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Spdr S&p Global Infrastructure Etf St Str Infra Etf (GII)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dfa International Value Etf Internatnal Val (DFIV)
Dfa Tax-managed Us Marketwide Value Ii Us Mktwide Value (DFUV)
Vanguard Value Etf Value Etf (VTV)
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Dimensional Us Large Cap Value Etf Us Larg Valu Etf (DFLV)
Vanguard Total World Stock Index Tt Wrld St Etf (VT)

View all positions for Wealth Architects

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