iShares S&P MidCap 400 Index shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by FSC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 40k | 65.26 |
| 2025-06-30 | $2.1M | 34k | 62.02 |
| 2025-03-31 | $1.9M | 32k | 58.35 |
| 2024-12-31 | $1.7M | 27k | 62.31 |
| 2024-09-30 | $1.3M | 21k | 62.32 |
| 2024-06-30 | $1.1M | 18k | 58.52 |
| 2024-03-31 | $733k | 12k | 60.74 |
| 2023-12-31 | $456k | 1.6k | 277.11 |
| 2023-09-30 | $340k | 1.4k | 249.38 |
| 2023-06-30 | $334k | 1.3k | 261.51 |
| 2023-03-31 | $244k | 974 | 250.15 |
| 2022-12-31 | $256k | 1.1k | 241.84 |
| 2022-09-30 | $234k | 1.1k | 219.51 |
| 2022-06-30 | $182k | 806 | 225.81 |
| 2022-03-31 | $209k | 778 | 268.64 |
| 2021-12-31 | $216k | 765 | 282.35 |