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

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $239k 2.1k 114.03
2023-09-30 $271k 2.7k 101.19
2023-06-30 $227k 2.1k 106.77
2023-03-31 $225k 2.2k 102.46
2022-12-31 $545k 6.1k 89.85
2022-09-30 $545k 6.1k 89.85
2022-06-30 $1.1M 12k 94.33
2022-03-31 $1.3M 12k 109.59
2021-12-31 $1.3M 12k 110.60
2021-09-30 $992k 9.6k 102.95

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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