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iShares S&P MidCap 400 Value Index shares owned by First National Bank & Trust Co Of Newtown

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by First National Bank & Trust Co Of Newtown from 13F filings

Historical chart of First National Bank & Trust Co Of Newtown investment in iShares S&P MidCap 400 Value Index

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All positions including iShares S&P MidCap 400 Value Index held by First National Bank & Trust Co Of Newtown 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 First National Bank & Trust Co Of Newtown

Quarter filed Position value Share count Share price at filing
2024-09-30 $265k 2.1k 123.62
2024-06-30 $243k 2.1k 113.46
2024-03-31 $253k 2.1k 118.29
2023-12-31 $244k 2.1k 114.04
2023-09-30 $216k 2.1k 100.93
2023-06-30 $283k 2.6k 107.13
2023-03-31 $272k 2.6k 102.77
2022-12-31 $267k 2.6k 100.80
2022-09-30 $238k 2.6k 89.98
2022-06-30 $250k 2.6k 94.52
2022-03-31 $290k 2.6k 109.64
2021-12-31 $293k 2.6k 110.78
2021-09-30 $273k 2.6k 103.21
2021-06-30 $279k 2.6k 105.48
2021-03-31 $270k 2.6k 102.08
2020-12-31 $251k 2.9k 86.25
2019-12-31 $329k 1.9k 170.91
2019-09-30 $308k 1.9k 160.00
2019-06-30 $307k 1.9k 159.48
2019-03-31 $302k 1.9k 156.88
2018-12-31 $297k 2.1k 138.46
2018-09-30 $359k 2.1k 167.37
2018-06-30 $348k 2.1k 162.24
2018-03-31 $331k 2.1k 154.31
2017-12-31 $343k 2.1k 159.91
2017-09-30 $259k 1.7k 152.80
2017-06-30 $252k 1.7k 148.67
2017-03-31 $277k 1.9k 148.53
2016-12-31 $271k 1.9k 145.31
2016-09-30 $259k 1.9k 133.16
2016-06-30 $299k 2.3k 128.05
2016-03-31 $302k 2.4k 124.02
2015-12-31 $285k 2.4k 117.04
2015-09-30 $281k 2.4k 115.40
2015-06-30 $314k 2.4k 128.95
2015-03-31 $339k 2.6k 131.14
2014-12-31 $355k 2.8k 127.93
2014-09-30 $221k 1.8k 120.44
2014-06-30 $223k 1.8k 121.53
2014-03-31 $221k 1.8k 120.44
2013-12-31 $213k 1.8k 116.08
2011-12-31 $284k 3.7k 76.04

More positions owned by First National Bank & Trust Co Of Newtown

Vanguard Total Stock Market Etf Etf - Equity Large Cap (VTI)
Vanguard Short Term Corp Bd Etf #3145 Etf - Fixed Income (VCSH)
Apple Common Stock (AAPL)
Vanguard Intermediate Term Bond Index Etf Etf - Fixed Income (BIV)
I Shares Select Dividend Etf Etf - Equity Large Cap (DVY)
I Shares Msci Eafe Core Etf - Foreign Equity (IEFA)
Microsoft Corp Common Stock (MSFT)
Home Depot Common Stock (HD)
I Shrs Tips Bond Etf Etf - Fixed Income (TIP)
Invesco Water Resources Etf Etf - Equity Small Cap (PHO)
Invesco Preferred Etf Etf - Fixed Income (PGX)
Nvidia Corporation Common Stock (NVDA)
Pepsico Common Stock (PEP)
Johnson & Johnson Common Stock (JNJ)
Exxon Mobil Corp Common Stock (XOM)

View all positions for First National Bank & Trust Co Of Newtown

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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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