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
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 199k | 65.26 |
| 2025-06-30 | $13M | 204k | 62.02 |
| 2025-03-31 | $13M | 216k | 58.35 |
| 2024-12-31 | $14M | 219k | 62.31 |
| 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 |