iShares S&P MidCap 400 Index shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia 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 Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 25k | 60.74 |
| 2023-12-31 | $1.3M | 4.8k | 277.17 |
| 2023-09-30 | $1.2M | 5.0k | 250.50 |
| 2023-06-30 | $1.2M | 4.8k | 261.50 |
| 2023-03-31 | $1.2M | 4.7k | 250.17 |
| 2022-12-31 | $1.2M | 5.0k | 241.90 |
| 2022-09-30 | $1.1M | 5.1k | 219.28 |
| 2022-06-30 | $1.1M | 5.0k | 226.11 |
| 2022-03-31 | $1.4M | 5.2k | 268.26 |
| 2021-12-31 | $1.6M | 5.5k | 283.00 |
| 2021-09-30 | $1.5M | 5.7k | 263.07 |
| 2021-06-30 | $1.5M | 5.7k | 268.72 |
| 2021-03-31 | $1.7M | 6.5k | 260.31 |
| 2020-12-31 | $1.6M | 7.1k | 229.81 |