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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by FSC Wealth 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 FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
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