Td Private Client Wealth »

iShares S&P MidCap 400 Value Index shares owned by Td Private Client Wealth

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Td Private Client Wealth from 13F filings

Historical chart of Td Private Client Wealth 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 Td Private Client Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 22k 113.46
2024-03-31 $2.6M 22k 118.29
2023-12-31 $2.5M 22k 114.04
2023-09-30 $2.4M 23k 100.93
2023-06-30 $2.5M 24k 107.13
2023-03-31 $2.4M 24k 102.77
2022-12-31 $2.4M 24k 100.80
2022-09-30 $2.5M 28k 90.00
2022-06-30 $2.4M 26k 94.41
2022-03-31 $3.1M 29k 109.64
2021-12-31 $3.3M 30k 110.68
2021-09-30 $3.1M 30k 103.04
2021-06-30 $3.1M 29k 105.34
2021-03-31 $3.5M 34k 101.93
2020-12-31 $3.4M 40k 86.30
2020-09-30 $2.9M 22k 134.86
2020-06-30 $3.1M 23k 132.94
2020-03-31 $2.2M 20k 109.75
2019-12-31 $3.4M 20k 170.73

More positions owned by Td Private Client Wealth

Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Microsoft Corp Common Stock (MSFT)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)

View all positions for Td Private Client Wealth

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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
Northwestern Mutual Wealth Management Company
Evensky & Katz

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