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iShares S&P MidCap 400 Value Index shares owned by Country Club Bank

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

Historical chart of Country Club 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 Country Club 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 Country Club Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $458k 3.9k 118.29
2023-12-31 $449k 3.9k 115.17
2023-09-30 $411k 4.1k 101.00
2023-06-30 $433k 4.1k 106.52
2023-03-31 $410k 4.1k 100.96
2022-12-31 $410k 4.1k 100.80
2022-09-30 $368k 4.1k 90.53
2022-06-30 $387k 4.1k 95.20
2022-03-31 $326k 2.9k 111.07

More positions owned by Country Club Bank

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Country Club Bank

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
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

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