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iShares S&P MidCap 400 Value Index shares owned by Whittier Trust Co. of Nevada

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

Historical chart of Whittier Trust Co. of Nevada 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 Whittier Trust Co. of Nevada 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 Whittier Trust Co. of Nevada

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 23k 118.29
2023-12-31 $2.7M 23k 114.04
2023-09-30 $2.4M 23k 100.93
2023-06-30 $2.5M 23k 107.13
2023-03-31 $2.4M 23k 102.77
2022-12-31 $2.4M 24k 100.80
2022-09-30 $2.2M 25k 89.99
2022-06-30 $2.3M 25k 94.38
2022-03-31 $2.7M 25k 109.63
2021-12-31 $2.7M 25k 110.69
2021-09-30 $2.5M 25k 103.05
2021-06-30 $2.6M 25k 105.35
2021-03-31 $2.5M 25k 101.94
2020-12-31 $2.2M 25k 86.32
2020-09-30 $1.9M 14k 134.87
2020-06-30 $1.7M 13k 132.97
2020-03-31 $1.5M 14k 109.72
2019-12-31 $2.4M 14k 170.71
2019-09-30 $2.3M 14k 159.93
2019-06-30 $2.1M 13k 159.50
2019-03-31 $2.4M 15k 156.96
2018-12-31 $2.4M 17k 138.35
2018-09-30 $2.9M 18k 167.35
2018-06-30 $864k 6.8k 126.82
2018-03-31 $2.4M 16k 154.50
2017-12-31 $1.7M 11k 160.13
2017-09-30 $1.5M 9.6k 152.69
2017-06-30 $988k 6.7k 148.57
2017-03-31 $987k 6.7k 148.42
2016-12-31 $966k 6.7k 145.26
2016-09-30 $884k 6.7k 132.93
2016-06-30 $852k 6.7k 128.12
2016-03-31 $825k 6.7k 124.06
2015-12-31 $779k 6.7k 117.14
2015-09-30 $785k 6.8k 115.27
2015-06-30 $878k 6.8k 128.93
2015-03-31 $892k 6.8k 130.98
2014-12-31 $871k 6.8k 127.86
2014-09-30 $820k 6.8k 120.37
2014-06-30 $864k 6.8k 126.82
2014-03-31 $820k 6.8k 120.37
2013-12-31 $763k 6.6k 116.23
2013-09-30 $709k 6.6k 108.11
2013-06-30 $817k 8.1k 101.32
2012-03-31 $706k 8.3k 85.46

More positions owned by Whittier Trust Co. of Nevada

Microsoft Corp Us Large-cap Equities (MSFT)
Apple Computer Us Large-cap Equities (AAPL)
Nvidia Corp Us Large-cap Equities (NVDA)
SPDR TR S&P 500 Etf Equity (SPY)
Amazon Us Large-cap Equities (AMZN)
Alphabet Inc Cl C Us Large-cap Equities (GOOG)
Ishares S&p 500 Index Etf Equity (IVV)
Jp Morgan Chase & Co Us Large-cap Equities (JPM)
Visa Inc Com Cl A Us Large-cap Equities (V)
Ishares S&p Midcap 400 Index Etf Equity (IJH)
Ishares Inc Core Msci Emkt Etf Equity (IEMG)
Vanguard Ftse Developed Markets Etf Equity (VEA)
Vanguard Emerging Market Equity Etf Etf Equity (VWO)
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)
Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY)

View all positions for Whittier Trust Co. of Nevada

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