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iShares S&P MidCap 400 Value Index shares owned by BankPlus Trust Department

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

Historical chart of BankPlus Trust Department 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 BankPlus Trust Department 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 BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 246 129.72
2025-06-30 $30k 246 123.58
2025-03-31 $30k 246 119.73

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded multifactor mi (JHMM)
Progressive Corporation (PGR)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Trust Series 1 (QQQ)
W.W. Grainger (GWW)
Automatic Data Processing (ADP)
Procter & Gamble Company (PG)
Home Depot (HD)

View all positions for BankPlus Trust Department

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