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iShares S&P MidCap 400 Value Index shares owned by Bronfman E.l. Rothschild

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Bronfman E.l. Rothschild from 13F filings

Historical chart of Bronfman E.l. Rothschild 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 Bronfman E.l. Rothschild 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 Bronfman E.l. Rothschild

Quarter filed Position value Share count Share price at filing
2020-09-30 $474k 3.5k 135.00
2020-06-30 $548k 4.1k 132.91
2020-03-31 $549k 5.0k 109.82
2019-12-31 $689k 4.0k 170.76
2019-09-30 $679k 4.2k 159.88
2019-06-30 $752k 4.7k 159.56
2019-03-31 $731k 4.7k 157.04
2018-12-31 $959k 6.9k 138.26
2018-09-30 $1.1M 6.8k 167.37
2018-06-30 $1.1M 7.0k 162.02
2018-03-31 $1.1M 7.2k 154.53
2017-12-31 $1.2M 7.2k 160.06
2017-09-30 $1.1M 7.0k 152.65
2017-06-30 $1.1M 7.2k 148.50
2017-03-31 $1.3M 8.5k 148.43
2016-12-31 $1.6M 11k 145.22
2016-09-30 $1.5M 11k 133.00
2016-06-30 $1.1M 8.8k 128.01
2016-03-31 $1.3M 10k 123.99
2015-12-31 $1.2M 10k 117.15

More positions owned by Bronfman E.l. Rothschild

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Bronfman E.l. Rothschild

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