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iShares S&P MidCap 400 Value Index shares owned by Yanni & Associates Investment Advisors

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

Historical chart of Yanni & Associates Investment Advisors 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 Yanni & Associates Investment Advisors 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 Yanni & Associates Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $583k 4.4k 132.50

More positions owned by Yanni & Associates Investment Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Yanni & Associates Investment Advisors

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