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iShares S&P MidCap 400 Value Index shares owned by Union Savings Bank

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

Historical chart of Union Savings Bank 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 Union Savings Bank 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 Union Savings Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $58k 490 118.29
2023-12-31 $56k 490 114.04
2023-09-30 $50k 490 100.93
2023-06-30 $55k 490 111.92

More positions owned by Union Savings Bank

Berkshire Hathaway Common Stock (BRK.A)
Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Apple Incorporated Common Stock (AAPL)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Spdr S&p Dividend Etf Etf - Large Cap (SDY)
Idexx Laboratories Common Stock (IDXX)
Procter & Gamble Common Stock (PG)

View all positions for Union Savings Bank

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Cullen Frost Bankers
Evensky & Katz
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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