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iShares S&P MidCap 400 Value Index shares owned by Kanaly Trust

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

Historical chart of Kanaly Trust 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 Kanaly Trust 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 Kanaly Trust

Quarter filed Position value Share count Share price at filing
2016-12-31 $147k 1.0k 145.26
2014-12-31 $37k 287 128.92
2014-09-30 $35k 287 121.95
2014-06-30 $36k 287 125.44
2014-03-31 $35k 287 121.95
2013-12-31 $33k 287 114.98

More positions owned by Kanaly Trust

Exxon Mobil Corporation (XOM)
iShares S&P 500 Index (IVV)
iShares Russell 1000 Growth Index (IWF)
EOG Resources (EOG)
iShares Dow Jones Select Dividend (DVY)
Enterprise Products Partners (EPD)
ConocoPhillips (COP)
Plains All American Pipeline (PAA)
Phillips 66 (PSX)
iShares Russell 1000 Value Index (IWD)
Chevron Corporation (CVX)
International Bancshares Corporation (IBOC)
At&t (T)
Verizon Communications (VZ)
McDonald's Corporation (MCD)

View all positions for Kanaly Trust

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