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iShares S&P MidCap 400 Index shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 4.3k 60.73
2023-12-31 $1.6M 5.7k 277.14
2023-09-30 $1.7M 6.7k 249.34
2023-06-30 $1.8M 6.9k 261.46
2023-03-31 $1.8M 7.3k 250.17
2022-12-31 $1.8M 7.4k 241.89
2022-09-30 $1.6M 7.5k 219.21
2022-06-30 $1.7M 7.7k 226.26
2022-03-31 $2.0M 7.6k 268.41
2021-12-31 $2.1M 7.6k 283.07
2021-09-30 $2.0M 7.5k 263.07
2021-06-30 $2.0M 7.5k 268.78
2021-03-31 $1.9M 7.5k 260.30
2020-12-31 $2.2M 9.5k 229.81
2020-09-30 $1.7M 9.2k 185.31
2020-06-30 $1.5M 8.7k 177.77
2020-03-31 $1.3M 8.9k 143.85
2019-12-31 $1.8M 9.0k 205.73