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iShares S&P MidCap 400 Index shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 84k 60.74
2023-12-31 $3.2M 12k 275.93
2023-09-30 $13M 51k 249.35
2023-06-30 $1.9M 7.3k 261.49
2023-03-31 $240k 960 250.17
2022-12-31 $251k 1.0k 241.90
2022-09-30 $223k 1.0k 219.70
2022-06-30 $251k 1.1k 226.94
2021-06-30 $211k 781 270.17
2018-12-31 $558k 3.0k 186.25