iShares S&P MidCap 400 Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial 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 consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $200k | 3.0k | 66.00 |
| 2023-12-31 | $644k | 2.3k | 277.15 |
| 2023-09-30 | $852k | 3.2k | 264.27 |
| 2023-06-30 | $2.5M | 9.7k | 259.91 |
| 2023-03-31 | $2.4M | 9.8k | 246.78 |
| 2022-12-31 | $2.5M | 10k | 243.47 |
| 2022-09-30 | $2.3M | 10k | 221.01 |
| 2022-06-30 | $2.3M | 10k | 231.40 |
| 2022-03-31 | $2.8M | 10k | 272.14 |
| 2021-12-31 | $2.8M | 9.9k | 283.97 |
| 2021-09-30 | $2.7M | 10k | 267.20 |
| 2021-06-30 | $2.6M | 10k | 263.75 |
| 2021-03-31 | $2.5M | 10k | 245.02 |
| 2020-12-31 | $2.5M | 10k | 245.02 |
| 2020-09-30 | $2.0M | 11k | 185.27 |
| 2020-06-30 | $2.1M | 12k | 175.50 |
| 2020-03-31 | $1.4M | 9.6k | 145.40 |
| 2019-12-31 | $2.4M | 11k | 205.85 |
| 2019-09-30 | $2.4M | 12k | 191.82 |
| 2019-06-30 | $2.5M | 13k | 194.27 |
| 2019-03-31 | $2.5M | 13k | 189.42 |
| 2018-12-31 | $2.3M | 14k | 164.34 |
| 2018-09-30 | $2.9M | 14k | 201.26 |
| 2018-06-30 | $2.0M | 10k | 194.86 |
| 2018-03-31 | $2.0M | 11k | 187.55 |
| 2017-12-31 | $1.3M | 7.1k | 189.73 |
| 2017-09-30 | $323k | 1.8k | 178.85 |
| 2017-06-30 | $314k | 1.8k | 173.86 |
| 2017-03-31 | $853k | 5.0k | 171.15 |
| 2016-12-31 | $1.6M | 9.5k | 165.32 |
| 2016-09-30 | $928k | 6.0k | 153.57 |
| 2016-06-30 | $1.8M | 13k | 146.45 |
| 2016-03-31 | $249k | 2.7k | 93.40 |
| 2015-12-31 | $225k | 1.6k | 140.62 |
| 2015-09-30 | $216k | 1.6k | 135.00 |
| 2015-06-30 | $3.9M | 26k | 149.63 |
| 2015-03-31 | $3.1M | 21k | 152.48 |
| 2014-12-31 | $5.7M | 39k | 146.31 |
| 2014-09-30 | $15M | 112k | 137.92 |
| 2013-12-31 | $39M | 289k | 133.50 |