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

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-03-31 $55k 462 118.29
2023-12-31 $53k 462 114.04

More positions owned by Tidemark

Spdr Portfolio Etf (SPLG)
Invesco Total Etf (GTO)
Invesco Exchange Etf (SPHQ)
SPDR S&P Etf (SPY)
Invesco Qqq Etf (QQQ)
Global X Etf (AUSF)
First Trust Etf (FVD)
Spdr Mortgage Etf (SPMB)
Spdr Portfolio Etf (SPYG)
Ishares S&p Etf (IVE)
Apple Common Stock (AAPL)
Wisdomtree Dynamic Etf (DDWM)
First Trust Etf (HYLS)
Invesco S&p Etf (IDMO)
Spdr Bloomberg Etf (BIL)

View all positions for Tidemark

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Evensky & Katz
LPL Financial
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada

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