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

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

Historical chart of Wealth Care 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 Care 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 Care

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 14k 132.50

More positions owned by Wealth Care

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400vl Etf (IJJ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wealth Care

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
HighTower Advisors
Bank of New York Mellon

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