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iShares S&P MidCap 400 Value Index shares owned by Chapin Davis

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

Historical chart of Chapin Davis 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 Chapin Davis 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 Chapin Davis

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 2.0k 123.62
2024-06-30 $226k 2.0k 113.46
2024-03-31 $236k 2.0k 118.29
2023-12-31 $227k 2.0k 114.04
2023-09-30 $201k 2.0k 100.93
2023-06-30 $213k 2.0k 107.13
2023-03-31 $205k 2.0k 102.77

More positions owned by Chapin Davis

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Howmet Aerospace (HWM)
Ge Aerospace Com New (GE)
Targa Res Corp (TRGP)
Chevron Corporation (CVX)
Godaddy Cl A (GDDY)
Iron Mountain (IRM)

View all positions for Chapin Davis

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