iShares S&P MidCap 400 Index shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Beaumont Financial Advisors 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 Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 565k | 65.26 |
| 2025-06-30 | $36M | 573k | 62.02 |
| 2025-03-31 | $34M | 581k | 58.35 |
| 2024-12-31 | $36M | 576k | 62.31 |
| 2024-09-30 | $34M | 538k | 62.32 |
| 2024-06-30 | $32M | 550k | 58.52 |
| 2024-03-31 | $34M | 555k | 60.74 |
| 2023-12-31 | $30M | 109k | 277.15 |
| 2023-09-30 | $28M | 111k | 249.35 |
| 2023-06-30 | $29M | 111k | 261.48 |
| 2023-03-31 | $28M | 110k | 250.16 |
| 2022-12-31 | $28M | 114k | 241.89 |
More positions owned by Beaumont Financial Advisors
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