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iShares S&P MidCap 400 Value Index shares owned by Amg National Trust Bank

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

Historical chart of Amg National Trust 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 Amg National Trust 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 Amg National Trust Bank

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 11k 124.55
2024-09-30 $1.4M 11k 123.62
2024-06-30 $1.4M 12k 113.46
2024-03-31 $1.4M 12k 118.29
2023-12-31 $1.3M 12k 114.04
2023-09-30 $1.2M 12k 100.93
2023-06-30 $1.3M 12k 107.13
2023-03-31 $1.3M 13k 102.77
2022-12-31 $1.3M 13k 100.80
2022-09-30 $1.2M 14k 90.01
2022-06-30 $1.3M 14k 94.04
2022-03-31 $1.4M 13k 109.60
2021-12-31 $1.4M 13k 110.72
2021-09-30 $1.3M 13k 103.04
2021-06-30 $1.3M 13k 105.50
2021-03-31 $1.1M 11k 100.92
2020-12-31 $675k 7.9k 85.71
2020-09-30 $530k 3.9k 134.69
2020-06-30 $356k 2.7k 132.92
2019-12-31 $307k 1.8k 170.84
2019-09-30 $287k 1.8k 159.71
2019-06-30 $287k 1.8k 159.71
2019-03-31 $235k 1.5k 156.98
2018-12-31 $207k 1.5k 138.28
2018-09-30 $233k 1.4k 167.39
2018-06-30 $222k 1.4k 161.81
2018-03-31 $209k 1.4k 154.81
2017-12-31 $216k 1.4k 160.00
2017-09-30 $206k 1.4k 152.59
2017-06-30 $201k 1.4k 148.89
2017-03-31 $200k 1.4k 148.15

More positions owned by Amg National Trust Bank

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Lowe's Companies (LOW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ball Corporation (BALL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Amg National Trust Bank

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.
Raymond James Financial
Cullen Frost Bankers
Northern Trust
Financial Engines Advisors L.L.C
Raymond James & Associates
LPL Financial

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