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iShares S&P MidCap 400 Index shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth 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 Flagship Wealth 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $67k 1.0k 65.26
2025-06-30 $64k 1.0k 62.02
2025-03-31 $60k 1.0k 58.35
2024-12-31 $64k 1.0k 62.31