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iShares S&P MidCap 400 Index shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office 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 Family Office 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 Family Office

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 37k 62.31
2024-09-30 $2.5M 40k 62.32
2024-06-30 $2.3M 40k 58.52
2024-03-31 $2.4M 39k 60.74
2023-12-31 $2.3M 8.3k 277.17

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Vanguard Mid-cap Etf Etf (VO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Avantis International Small Cap Value Etf Etf (AVDV)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index