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iShares S&P MidCap 400 Value Index shares owned by Stokes & Hubbell Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Stokes & Hubbell Capital Management from 13F filings

Historical chart of Stokes & Hubbell Capital Management 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 Stokes & Hubbell Capital Management 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 Stokes & Hubbell Capital Management

Quarter filed Position value Share count Share price at filing
2019-03-31 $2.6M 17k 157.00
2018-12-31 $1.8M 13k 138.33

More positions owned by Stokes & Hubbell Capital Management

Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 1500 Index Fund (ITOT)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Johnson & Johnson (JNJ)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P MidCap 400 Index (IJH)
Apple (AAPL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Chevron Corporation (CVX)
Vanguard Total Stock Market ETF (VTI)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Exxon Mobil Corporation (XOM)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr 0-5yr invt gr cp (SLQD)
Ishares Inc core msci emkt (IEMG)

View all positions for Stokes & Hubbell Capital Management

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