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iShares S&P MidCap 400 Value Index shares owned by Fortitude Financial

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

Historical chart of Fortitude Financial 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 Fortitude Financial 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 Fortitude Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 45k 63.63
2025-06-30 $2.7M 46k 59.21

More positions owned by Fortitude Financial

Traeger Common Stock (COOK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ea Series Trust Freedom 100 Em (FRDM)
Sabra Health Care REIT (SBRA)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Wtr Etf (FIW)
Ark Etf Tr Innovation Etf (ARKK)
Microsoft Corporation (MSFT)

View all positions for Fortitude Financial

Top funds holding iShares S&P MidCap 400 Value Index

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

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