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iShares S&P MidCap 400 Value Index shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $515k 4.2k 123.62
2024-06-30 $533k 4.7k 113.46
2024-03-31 $444k 3.7k 118.29
2023-12-31 $396k 3.5k 114.05
2023-09-30 $329k 3.3k 100.93

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Visa Inc Com Cl A Stock (V)
Danaher Corporation Stock (DHR)
Home Depot Stock (HD)
Booking Holdings Stock (BKNG)
Salesforce Stock (CRM)
Blackstone Stock (BX)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

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