iShares S&P MidCap 400 Index shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client 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 Forum Private Client 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 Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 71k | 65.26 |
| 2025-06-30 | $4.7M | 76k | 62.02 |
| 2025-03-31 | $4.1M | 70k | 58.35 |
| 2024-12-31 | $4.4M | 71k | 62.31 |
| 2024-09-30 | $4.5M | 72k | 62.32 |
| 2024-03-31 | $4.6M | 75k | 60.74 |
| 2023-12-31 | $4.1M | 15k | 277.16 |
| 2023-06-30 | $4.2M | 16k | 261.49 |
| 2023-03-31 | $4.0M | 16k | 250.17 |
| 2022-12-31 | $3.9M | 16k | 241.89 |
| 2022-09-30 | $3.6M | 17k | 219.29 |
| 2022-06-30 | $3.8M | 17k | 226.25 |
| 2022-03-31 | $4.2M | 16k | 268.34 |
More positions owned by Forum Private Client Group
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