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 |
|---|---|---|---|
| 2025-09-30 | $291k | 4.5k | 65.27 |
| 2025-06-30 | $277k | 4.5k | 62.02 |
| 2025-03-31 | $529k | 9.1k | 58.35 |
| 2024-06-30 | $200k | 3.4k | 58.53 |
| 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 |