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iShares S&P MidCap 400 Value Index shares owned by Fortis Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Fortis Capital Advisors from 13F filings

Historical chart of Fortis Capital Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Fortis Capital 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 Value Index by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 1.5k 132.50
2023-03-31 $15k 145 102.77
2022-12-31 $15k 145 100.80

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Spdr S&p 500 Etf Etf (SPY)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHF)
State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Ishares Tr Etf (IVV)
Ishares Tr Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Etf (VO)
Ishares Etf (EMXC)

View all positions for Fortis Capital Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
FMR
Wells Fargo & Company
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
Raymond James Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Ameriprise Financial

View all funds holding iShares S&P MidCap 400 Value Index