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iShares S&P MidCap 400 Value Index shares owned by Coconut Grove Bank

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

Historical chart of Coconut Grove Bank 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 Coconut Grove Bank 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 Coconut Grove Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $154k 1.3k 118.29
2023-12-31 $149k 1.3k 114.04
2023-09-30 $170k 1.7k 100.93
2023-06-30 $138k 1.3k 107.13
2023-03-31 $81k 791 102.77
2022-12-31 $77k 764 100.79

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iShares ETFs/USA Core S&p Scp Etf (IJR)
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Ishares Core S&p500 Etf (IVV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe (IEFA)
Vanguard ETF/USA Tax Exempt Bd (VTEB)
BlackRock Fund Advisors Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
State Street ETF/USA Tr Unit (SPY)
Vanguard ETF/USA Value Etf (VTV)
Vanguard Etf/usa Shrt Trm Corp Bd (VCSH)
State Street Etf/usa Utser1 S&pdcrp (MDY)

View all positions for Coconut Grove Bank

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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