iShares S&P MidCap 400 Value Index shares owned by Foundation Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Foundation Wealth Management
from 13F filings
Historical chart of Foundation Wealth Management investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Foundation Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 41k | 123.62 |
| 2024-06-30 | $4.7M | 42k | 113.46 |
| 2024-03-31 | $5.0M | 42k | 118.30 |
| 2023-12-31 | $5.0M | 43k | 114.05 |
| 2023-09-30 | $4.3M | 43k | 100.93 |
| 2023-06-30 | $5.1M | 47k | 107.13 |
| 2023-03-31 | $4.3M | 42k | 102.77 |
| 2022-12-31 | $3.9M | 39k | 100.80 |
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