Ownership history in FC Advisory LLC · 38 quarters on record
This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in iShares SP Midcap 400 Index Fd (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 81,002 | -495 | -0.6% | 1.54% | $5.3M | $65.85 |
| 2025 Q3 | REDUCED | 81,497 | -427 | -0.5% | 1.56% | $5.3M | $64.79 |
| 2025 Q2 | ADDED | 81,924 | +5,874 | +7.7% | 1.57% | $5.1M | $61.37 |
| 2025 Q1 | ADDED | 76,050 | +2,174 | +2.9% | 1.50% | $4.4M | $57.56 |
| 2024 Q4 | ADDED | 73,876 | +760 | +1.0% | 1.54% | $4.6M | $61.30 |
| 2024 Q3 | REDUCED | 73,116 | -1,241 | -1.7% | 1.53% | $4.6M | $61.06 |
| 2024 Q2 | REDUCED | 74,357 | -270 | -0.4% | 1.60% | $4.4M | $57.11 |
| 2024 Q1 | ADDED | 74,627 | +59,880 | +406.0% | 1.67% | $4.5M | $59.12 |
| 2023 Q4 | REDUCED | 14,747 | -25 | -0.2% | 1.58% | $4.1M | $53.81 |
| 2023 Q3 | ADDED | 14,772 | +94 | +0.6% | 1.55% | $3.7M | $48.20 |
As of 2025 Q4 — sorted by position size