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iShares S&P MidCap 400 Value Index shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 148k 123.62
2024-06-30 $17M 153k 113.19
2024-03-31 $19M 161k 118.29
2023-12-31 $8.2M 72k 114.04
2023-09-30 $3.6M 35k 100.93
2023-06-30 $3.5M 32k 107.13
2023-03-31 $3.3M 32k 102.77
2022-12-31 $2.9M 29k 100.80

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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