HBC Financial Services, P »

iShares S&P MidCap 400 Value Index shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in iShares S&P MidCap 400 Value Index

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All positions including iShares S&P MidCap 400 Value Index held by HBC Financial Services, P 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 HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 2 0.00
2023-12-31 $0 2 0.00
2023-09-30 $0 2 0.00
2023-06-30 $0 2 0.00
2022-03-31 $14k 143 97.90
2021-12-31 $15k 143 104.90

More positions owned by HBC Financial Services, P

iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Apple Stock (AAPL)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Costco Wholesale Corp Stock (COST)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Berkshire Hathaway Inc Class A Stock (BRK.A)

View all positions for HBC Financial Services, P

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