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

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

Historical chart of Evergreen 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 Evergreen 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $92k 746 123.62
2024-03-31 $242k 2.0k 118.29
2023-12-31 $414k 3.6k 114.04

More positions owned by Evergreen Private Wealth

Check Point Software Tech Lt Ord (CHKP)
Applied Materials (AMAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Netflix (NFLX)
Thermo Fisher Scientific (TMO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Arista Networks (ANET)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Zoetis Cl A (ZTS)

View all positions for Evergreen Private Wealth

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