iShares S&P MidCap 400 Index shares owned by Forthright Family Wealth Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Forthright Family Wealth Advisory
from 13F filings
Historical chart of Forthright Family Wealth Advisory investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Forthright Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 6.9k | 65.26 |
| 2025-06-30 | $386k | 6.2k | 62.02 |
| 2025-03-31 | $212k | 3.6k | 58.35 |
| 2024-12-31 | $227k | 3.6k | 62.31 |
| 2024-09-30 | $243k | 3.6k | 66.67 |
| 2024-06-30 | $266k | 4.6k | 58.52 |
| 2024-03-31 | $277k | 4.6k | 60.74 |
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