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

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

Historical chart of Beaumont Financial Partners 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 Beaumont Financial Partners 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 Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $420k 4.7k 89.90
2021-09-30 $231k 2.2k 103.17

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding iShares S&P MidCap 400 Value Index

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

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