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iShares S&P MidCap 400 Index shares owned by Fortitude Advisory Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fortitude Advisory Group from 13F filings

Historical chart of Fortitude Advisory Group 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 Fortitude Advisory Group 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 Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $419k 6.3k 66.00
2023-06-30 $203k 775 261.53
2023-03-31 $248k 991 250.12
2022-12-31 $217k 895 242.00
2022-06-30 $206k 912 225.88
2022-03-31 $492k 1.8k 267.97
2021-12-31 $516k 1.8k 283.36