iShares S&P MidCap 400 Index shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by FSM 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 FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 330k | 65.26 |
| 2025-06-30 | $18M | 291k | 63.15 |
| 2025-03-31 | $15M | 263k | 58.35 |
| 2024-12-31 | $16M | 253k | 64.41 |
| 2024-09-30 | $15M | 237k | 62.32 |
| 2024-06-30 | $12M | 213k | 58.52 |
| 2024-03-31 | $12M | 198k | 60.74 |
| 2023-12-31 | $9.4M | 34k | 277.15 |
| 2023-09-30 | $7.5M | 30k | 249.35 |
| 2023-06-30 | $6.1M | 23k | 265.87 |
| 2023-03-31 | $4.6M | 18k | 250.16 |
| 2022-12-31 | $3.7M | 15k | 241.90 |
| 2022-09-30 | $2.9M | 13k | 219.26 |
| 2022-06-30 | $3.0M | 12k | 251.70 |