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

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

Historical chart of Security National 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 Security National 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 Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $4.8M 46k 105.29
2021-06-30 $4.8M 46k 105.35
2021-03-31 $4.9M 48k 101.93
2020-12-31 $4.0M 46k 86.31
2020-09-30 $2.9M 21k 134.86
2020-06-30 $2.8M 21k 132.93
2020-03-31 $2.3M 21k 109.80
2019-12-31 $3.4M 20k 170.75
2019-09-30 $3.2M 20k 159.88
2019-06-30 $3.2M 20k 159.46
2019-03-31 $3.0M 19k 156.72
2018-12-31 $2.4M 18k 138.55
2018-09-30 $2.8M 17k 167.20
2018-06-30 $2.6M 16k 162.06
2018-03-31 $2.6M 17k 154.34
2017-12-31 $2.6M 16k 160.55
2017-09-30 $2.3M 15k 152.94
2017-06-30 $1.9M 13k 148.82
2017-03-31 $1.8M 13k 148.21
2016-12-31 $1.7M 12k 145.17
2016-09-30 $1.5M 11k 133.33
2016-06-30 $1.4M 11k 128.14
2016-03-31 $1.4M 11k 124.55
2015-12-31 $1.2M 10k 116.67
2015-09-30 $1.1M 9.9k 115.52
2015-06-30 $1.2M 9.4k 127.87
2015-03-31 $1.2M 9.4k 127.87
2014-12-31 $1.2M 9.4k 127.87
2014-09-30 $1.1M 8.9k 120.36
2014-06-30 $1.1M 8.8k 126.93
2014-03-31 $1.1M 8.9k 120.38
2013-12-31 $1.0M 8.8k 116.20
2013-09-30 $946k 8.8k 107.99
2013-06-30 $952k 9.4k 101.28
2012-12-31 $872k 9.9k 88.15

More positions owned by Security National Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf (EFA)
Home Depot (HD)
Amazon (AMZN)
Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

View all funds holding iShares S&P MidCap 400 Value Index