iShares S&P MidCap 400 Index shares owned by Forza Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth 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 Forza Wealth 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 Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 67k | 65.26 |
| 2025-06-30 | $4.2M | 67k | 62.02 |
| 2025-03-31 | $3.6M | 61k | 58.35 |
| 2024-12-31 | $3.8M | 61k | 62.31 |
| 2024-09-30 | $3.6M | 58k | 62.32 |
| 2024-06-30 | $3.3M | 56k | 58.52 |
| 2024-03-31 | $3.4M | 57k | 60.74 |
| 2023-12-31 | $3.1M | 11k | 277.15 |
| 2023-09-30 | $2.9M | 12k | 249.35 |
| 2023-06-30 | $3.0M | 12k | 261.48 |
| 2023-03-31 | $2.9M | 12k | 250.16 |
| 2022-12-31 | $2.8M | 12k | 241.89 |