iShares S&P MidCap 400 Index shares owned by Fogel Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fogel Capital Management
from 13F filings
Historical chart of Fogel Capital Management 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 Fogel Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Fogel Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 3.5k | 65.26 |
| 2025-06-30 | $216k | 3.5k | 62.02 |
| 2025-03-31 | $203k | 3.5k | 58.35 |
| 2024-12-31 | $217k | 3.5k | 62.31 |
| 2024-09-30 | $217k | 3.5k | 62.32 |
| 2024-06-30 | $204k | 3.5k | 58.52 |
| 2024-03-31 | $204k | 3.5k | 58.53 |