Beacon Financial Planning »

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

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

Historical chart of Beacon Financial Planning 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 Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 219k 62.32
2024-06-30 $13M 227k 58.52
2024-03-31 $14M 233k 60.74
2023-12-31 $13M 47k 277.15
2023-09-30 $12M 48k 249.35
2023-06-30 $13M 48k 261.48
2023-03-31 $12M 48k 250.16
2022-12-31 $11M 47k 241.89