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iShares S&P MidCap 400 Index shares owned by Forte Capital

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

Historical chart of Forte Capital 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 Forte Capital 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 Forte Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $241k 871 277.15
2023-09-30 $217k 871 249.35

More positions owned by Forte Capital

Apple (AAPL)
Schwab US Large-Cap Growth ETF Etf (SCHG)
Vang Value Index Etf (VTV)
Amazon (AMZN)
MasterCard Incorporated (MA)
Adobe Systems Incorporated (ADBE)
Trade Desk (TTD)
Intuit (INTU)
Alphabet Inc Class A cs (GOOGL)
iShares Morningstar Mid-Cap Growth ETF Etf (IMCG)
TJX Companies (TJX)
Lululemon Athletica (LULU)
Ametek (AME)
Ulta Salon, Cosmetics & Fragrance (ULTA)
Intuitive Surgical (ISRG)

View all positions for Forte Capital

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index