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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Benchmark Financial Wealth 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 Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
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