iShares S&P MidCap 400 Index shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth 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 Fortress Wealth 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 Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $514k | 1.9k | 273.85 |
| 2023-09-30 | $842k | 3.5k | 242.08 |
| 2023-06-30 | $1.2M | 4.4k | 269.73 |
| 2023-03-31 | $1.0M | 4.1k | 250.14 |
| 2022-12-31 | $2.9M | 12k | 241.88 |
| 2022-09-30 | $5.6M | 26k | 219.26 |
| 2022-06-30 | $539k | 2.4k | 226.09 |
| 2022-03-31 | $5.8M | 22k | 268.35 |
| 2021-12-31 | $8.1M | 30k | 271.30 |
| 2021-09-30 | $7.6M | 29k | 263.08 |
| 2021-06-30 | $7.1M | 27k | 268.73 |