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

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

Historical chart of Tower Trust & Investment 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 Tower Trust & Investment 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 Tower Trust & Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7k 75 129.72
2025-06-30 $9.3k 75 123.57

More positions owned by Tower Trust & Investment

Apple Information Technology (AAPL)
Nvidia Corp Information Technology (NVDA)
Microsoft Corp Information Technology (MSFT)
Spdr S&p Global Infrastructure Etf Etf Alternatives (GII)
Meta Platforms Inc Cl A Communication Services (META)
Amazon Consumer Discretion (AMZN)
Alphabet Inc Class C Communication Services (GOOG)
Jpmorgan Chase & Co Financials (JPM)
Alphabet Inc Class A Communication Services (GOOGL)
Mastercard Inc Cl A Financials (MA)
Costco Whsl Corp Consumer Staples (COST)
Oracle Corp Information Technology (ORCL)
Honeywell International Industrials (HON)
Tjx Cos Consumer Discretion (TJX)
Chipotle Mexican Grill Consumer Discretion (CMG)

View all positions for Tower Trust & Investment

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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