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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

Tip: Access up to 7 years of quarterly data

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
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