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iShares S&P MidCap 400 Index shares owned by Fortitude Family Office

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 39k 60.74
2023-12-31 $2.3M 8.3k 277.17

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Kkr & Co Stock (KKR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fortitude Family Office

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index