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 |
|---|---|---|---|
| 2024-12-31 | $332k | 5.3k | 62.31 |
| 2024-09-30 | $326k | 5.2k | 62.32 |
| 2024-06-30 | $344k | 5.9k | 58.52 |
| 2024-03-31 | $265k | 4.4k | 60.74 |
| 2023-12-31 | $241k | 871 | 277.15 |
| 2023-09-30 | $217k | 871 | 249.35 |