iShares S&P MidCap 400 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $357k | 5.3k | 67.53 |
| 2025-12-31 | $350k | 5.3k | 66.00 |
| 2025-09-30 | $346k | 5.3k | 65.26 |
| 2025-06-30 | $381k | 6.1k | 62.02 |
| 2025-03-31 | $281k | 4.8k | 58.35 |
| 2024-12-31 | $350k | 5.6k | 62.31 |
| 2024-09-30 | $392k | 6.3k | 62.32 |
| 2024-06-30 | $345k | 5.9k | 58.52 |
| 2024-03-31 | $280k | 4.6k | 60.74 |
| 2023-12-31 | $248k | 896 | 277.15 |
| 2023-09-30 | $215k | 863 | 249.35 |
| 2023-06-30 | $229k | 876 | 261.48 |
| 2023-03-31 | $240k | 960 | 250.16 |
More positions owned by Forum Financial Management
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