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iShares S&P MidCap 400 Value Index shares owned by WealthCollab

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

Historical chart of WealthCollab 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 WealthCollab 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 WealthCollab

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 284 129.72
2025-06-30 $35k 284 123.58
2025-03-31 $34k 284 119.73
2024-12-31 $36k 284 124.96
2024-09-30 $35k 284 123.62
2024-06-30 $34k 284 118.29
2024-03-31 $34k 284 118.29
2023-12-31 $32k 284 114.04

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Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Intermed Term (BIV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for WealthCollab

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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

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