iShares S&P MidCap 400 Index shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital 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 Fortis Capital 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 Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $962k | 15k | 65.26 |
| 2025-06-30 | $2.1M | 35k | 62.02 |
| 2025-03-31 | $2.0M | 34k | 58.35 |
| 2024-12-31 | $555k | 9.0k | 61.89 |
| 2024-09-30 | $2.1M | 33k | 62.32 |
| 2024-06-30 | $452k | 7.7k | 58.52 |
| 2024-03-31 | $398k | 6.6k | 60.74 |
| 2023-06-30 | $361k | 1.4k | 261.48 |
| 2023-03-31 | $552k | 2.2k | 250.16 |
| 2022-12-31 | $201k | 832 | 241.89 |