iShares S&P MidCap 400 Index shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 69k | 62.32 |
| 2024-06-30 | $4.2M | 71k | 58.52 |
| 2024-03-31 | $4.5M | 74k | 60.74 |
| 2023-12-31 | $4.4M | 16k | 277.16 |
| 2023-09-30 | $3.9M | 16k | 249.36 |
| 2023-06-30 | $4.1M | 16k | 261.47 |
| 2023-03-31 | $4.0M | 16k | 250.17 |
| 2022-12-31 | $4.0M | 17k | 241.88 |
| 2022-09-30 | $3.3M | 15k | 219.27 |
| 2022-06-30 | $3.3M | 15k | 226.26 |
| 2022-03-31 | $3.9M | 15k | 268.34 |
| 2021-12-31 | $4.2M | 15k | 283.07 |
| 2021-09-30 | $4.1M | 16k | 263.08 |
| 2021-06-30 | $4.1M | 15k | 268.75 |
| 2021-03-31 | $4.0M | 15k | 260.26 |
| 2020-12-31 | $3.9M | 17k | 229.82 |
| 2020-09-30 | $3.3M | 18k | 185.32 |
| 2020-06-30 | $3.3M | 19k | 177.80 |
| 2020-03-31 | $5.6M | 39k | 143.85 |
| 2019-12-31 | $7.7M | 37k | 205.81 |
| 2019-09-30 | $6.5M | 33k | 193.24 |
| 2019-06-30 | $6.0M | 31k | 194.25 |
| 2019-03-31 | $5.0M | 26k | 189.39 |
| 2018-12-31 | $3.7M | 22k | 166.06 |
| 2018-09-30 | $3.9M | 19k | 201.29 |
More positions owned by Benchmark Financial Wealth Advisors
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