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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

Tip: Access up to 7 years of quarterly data

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
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