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iShares S&P MidCap 400 Value Index shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank Wealth Management 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 Alpine Bank Wealth Management 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 Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 8.3k 129.72
2025-06-30 $1.1M 8.7k 123.58
2025-03-31 $1.0M 8.7k 119.73
2024-09-30 $1.1M 9.3k 123.62

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Jp Morgan Exchange Traded Fd fund (JCPB)
Wisdomtree Floating Rate Treasury Fund (USFR)
Wisdomtree Tr (GDE)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
Vanguard Bd Index Fds (VUSB)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Growth Index (IVW)
RBB (TBIL)
Microsoft Corporation (MSFT)
Colgate-Palmolive Company (CL)
J P Morgan Exchange-traded F (JEPI)

View all positions for Alpine Bank Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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