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Fortune Financial Advisors »

iShares S&P MidCap 400 Index shares owned by Fortune Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fortune Financial Advisors from 13F filings

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.2M	19k	62.32
2024-06-30	$1.2M	21k	58.52
2024-03-31	$1.3M	22k	60.74
2023-12-31	$1.3M	4.5k	277.13
2023-09-30	$1.2M	5.0k	249.37

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Alphabet Cap Stk Cl A (GOOGL)

Novo-nordisk A S Adr (NVO)

Mastercard Incorporated Cl A (MA)

Ishares Tr 3 7 Yr Treas Bd (IEI)

O'reilly Automotive (ORLY)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Microsoft Corporation (MSFT)

Northrop Grumman Corporation (NOC)

Applied Materials (AMAT)

JPMorgan Chase & Co. (JPM)

Ishares Tr Tips Bd Etf (TIP)

View all positions for Fortune Financial Advisors

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

Jpmorgan Chase & Co

Raymond James & Associates

Envestnet Asset Management

Royal Bank of Canada

Pnc Financial Services

Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index

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