iShares S&P MidCap 400 Value Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $806k | 7.1k | 113.46 |
| 2024-03-31 | $900k | 7.6k | 118.29 |
| 2023-09-30 | $1.2M | 12k | 100.93 |
| 2023-06-30 | $1.3M | 12k | 107.13 |
| 2023-03-31 | $1.3M | 12k | 102.77 |
| 2022-12-31 | $1.3M | 13k | 100.80 |
| 2022-09-30 | $1.1M | 13k | 90.01 |
| 2022-06-30 | $1.2M | 13k | 94.44 |
| 2022-03-31 | $1.4M | 13k | 109.66 |
| 2021-12-31 | $1.4M | 13k | 110.67 |
| 2021-09-30 | $1.4M | 14k | 102.56 |
| 2021-06-30 | $1.4M | 14k | 105.13 |
| 2021-03-31 | $1.4M | 14k | 101.96 |
| 2020-12-31 | $1.2M | 14k | 85.90 |
| 2020-09-30 | $956k | 7.0k | 135.90 |
| 2020-06-30 | $1.0M | 7.5k | 133.33 |
| 2020-03-31 | $832k | 7.5k | 110.26 |
| 2019-12-31 | $1.3M | 7.6k | 170.68 |
| 2017-12-31 | $87k | 548 | 158.97 |
| 2017-09-30 | $83k | 548 | 151.90 |
| 2017-06-30 | $80k | 548 | 145.57 |
| 2017-03-31 | $80k | 548 | 145.57 |
| 2016-12-31 | $57k | 390 | 146.15 |
| 2016-09-30 | $52k | 390 | 133.33 |
| 2016-06-30 | $50k | 390 | 128.21 |
| 2016-03-31 | $48k | 390 | 123.08 |
| 2015-12-31 | $243k | 2.1k | 117.33 |
| 2015-09-30 | $218k | 1.9k | 115.22 |
| 2015-06-30 | $244k | 1.9k | 128.96 |
| 2015-03-31 | $248k | 1.9k | 131.08 |
| 2014-09-30 | $228k | 1.9k | 120.51 |
| 2014-06-30 | $256k | 2.0k | 126.61 |
| 2014-03-31 | $244k | 2.0k | 120.67 |
| 2013-12-31 | $235k | 2.0k | 116.22 |
| 2013-09-30 | $218k | 2.0k | 107.81 |
| 2013-06-30 | $205k | 2.0k | 101.38 |
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