iShares S&P MidCap 400 Index shares owned by Beaton Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton 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 Beaton Management 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 Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 4.5k | 65.34 |
| 2025-06-30 | $281k | 4.5k | 62.03 |
| 2025-03-31 | $264k | 4.5k | 58.28 |
| 2024-12-31 | $282k | 4.5k | 62.25 |
| 2024-09-30 | $282k | 4.5k | 62.25 |
| 2024-03-31 | $275k | 4.5k | 60.71 |
| 2023-12-31 | $251k | 906 | 277.04 |
| 2023-09-30 | $238k | 956 | 248.95 |
| 2023-06-30 | $248k | 950 | 261.05 |
| 2023-03-31 | $238k | 950 | 250.53 |
| 2022-12-31 | $230k | 950 | 242.11 |
| 2022-09-30 | $208k | 950 | 218.95 |
| 2022-06-30 | $215k | 950 | 226.32 |
| 2022-03-31 | $255k | 950 | 268.42 |