B&D White Capital Company »

iShares S&P MidCap 400 Value Index shares owned by B&D White Capital Company

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by B&D White Capital Company from 13F filings

Historical chart of B&D White Capital Company 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 B&D White Capital Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by B&D White Capital Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 10k 123.62
2020-12-31 $56k 650 86.15

More positions owned by B&D White Capital Company

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Valero Energy Corporation (VLO)
Merck & Co (MRK)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)
ConocoPhillips (COP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for B&D White Capital Company

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

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