iShares S&P MidCap 400 Index shares owned by Fortis Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fortis Capital Management
from 13F filings
Historical chart of Fortis 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 Fortis Capital 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 Fortis Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 4.7k | 65.25 |
| 2025-06-30 | $374k | 6.0k | 62.02 |
| 2025-03-31 | $224k | 3.8k | 58.35 |
| 2024-12-31 | $237k | 3.8k | 62.30 |
| 2024-09-30 | $245k | 3.9k | 62.33 |
| 2024-06-30 | $228k | 3.9k | 58.52 |
| 2024-03-31 | $220k | 3.6k | 60.75 |
| 2023-12-31 | $220k | 795 | 277.23 |
| 2023-09-30 | $252k | 1.0k | 249.43 |
| 2023-06-30 | $241k | 922 | 261.44 |
| 2023-03-31 | $222k | 886 | 250.13 |