iShares S&P MidCap 400 Index shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset 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 Forte Asset Management 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 Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 30k | 62.31 |
| 2024-09-30 | $2.1M | 33k | 62.32 |
| 2024-06-30 | $1.9M | 33k | 58.52 |
| 2024-03-31 | $2.0M | 32k | 60.74 |
| 2023-12-31 | $1.7M | 6.2k | 277.15 |
| 2023-09-30 | $1.5M | 6.1k | 250.49 |
| 2023-06-30 | $1.6M | 6.0k | 261.48 |
| 2023-03-31 | $1.6M | 6.5k | 250.16 |
| 2022-12-31 | $1.7M | 6.9k | 241.89 |
| 2022-09-30 | $1.5M | 6.8k | 219.31 |
| 2022-06-30 | $1.6M | 7.1k | 226.22 |