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iShares S&P MidCap 400 Value Index shares owned by Nachman Norwood & Parrott

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

Historical chart of Nachman Norwood & Parrott investment in iShares S&P MidCap 400 Value Index

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All positions including iShares S&P MidCap 400 Value Index held by Nachman Norwood & Parrott 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 Nachman Norwood & Parrott

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.2M 21k 105.32
2021-03-31 $2.1M 21k 101.94
2020-12-31 $1.8M 21k 86.30
2020-09-30 $1.3M 9.8k 134.82
2020-06-30 $1.3M 9.8k 132.99
2020-03-31 $1.3M 11k 109.72
2019-12-31 $2.1M 12k 170.70
2019-09-30 $1.9M 12k 159.88
2019-06-30 $2.0M 13k 159.43
2019-03-31 $2.0M 13k 156.94
2018-12-31 $1.8M 13k 138.31

More positions owned by Nachman Norwood & Parrott

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Coca-Cola Company (KO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Pepsi (PEP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Truist Financial Corp equities (TFC)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Nachman Norwood & Parrott

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

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