Lebenthal Holdings »

iShares S&P MidCap 400 Value Index shares owned by Lebenthal Holdings

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

Historical chart of Lebenthal Holdings 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 Lebenthal Holdings 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 Lebenthal Holdings

Quarter filed Position value Share count Share price at filing
2016-06-30 $368k 2.9k 128.22

More positions owned by Lebenthal Holdings

Exxon Mobil Corporation (XOM)
Apple (AAPL)
Nextera Energy (NEE)
General Electric Company
International Business Machines (IBM)
Johnson & Johnson (JNJ)
Bristol Myers Squibb (BMY)
Chevron Corporation (CVX)
Boeing Company (BA)
Home Depot (HD)
Wells Fargo & Company (WFC)
Walgreen Boots Alliance (WBA)
Merck & Co (MRK)
Abbvie (ABBV)
Qualcomm (QCOM)

View all positions for Lebenthal Holdings

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