iShares S&P MidCap 400 Index shares owned by BEAM Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by BEAM Asset Management
from 13F filings
Historical chart of BEAM Asset Management 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 BEAM Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by BEAM Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 65.26 |
| 2025-06-30 | $1.6M | 26k | 62.02 |
| 2025-03-31 | $1.4M | 24k | 58.35 |
| 2024-12-31 | $1.4M | 23k | 62.31 |
| 2024-09-30 | $1.5M | 23k | 62.32 |
| 2024-06-30 | $986k | 17k | 58.52 |
| 2024-03-31 | $1.1M | 18k | 60.74 |
| 2023-12-31 | $940k | 3.4k | 277.14 |
| 2023-09-30 | $877k | 3.5k | 249.38 |
| 2023-06-30 | $917k | 3.5k | 261.51 |
| 2023-03-31 | $901k | 3.6k | 250.18 |
| 2022-12-31 | $876k | 3.6k | 241.89 |
| 2022-09-30 | $804k | 3.7k | 219.19 |
| 2022-06-30 | $1.1M | 4.7k | 226.27 |
| 2022-03-31 | $1.3M | 4.7k | 268.30 |
| 2021-12-31 | $1.3M | 4.7k | 283.13 |
| 2021-09-30 | $1.1M | 4.2k | 262.98 |
| 2021-06-30 | $1.0M | 3.8k | 268.62 |
| 2021-03-31 | $1.1M | 4.0k | 260.34 |
| 2020-12-31 | $885k | 3.9k | 229.75 |
| 2020-09-30 | $715k | 3.9k | 185.38 |
| 2020-06-30 | $801k | 4.5k | 179.36 |
| 2020-03-31 | $1.7M | 12k | 143.86 |
| 2019-12-31 | $4.0M | 20k | 205.81 |