iShares S&P MidCap 400 Index shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $727k | 12k | 62.31 |
| 2024-09-30 | $727k | 12k | 62.32 |
| 2024-06-30 | $652k | 11k | 58.52 |
| 2024-03-31 | $679k | 11k | 60.74 |
| 2023-12-31 | $624k | 2.3k | 277.12 |
| 2023-09-30 | $562k | 2.3k | 249.32 |
| 2023-06-30 | $600k | 2.3k | 261.45 |
| 2023-03-31 | $574k | 2.3k | 250.13 |
| 2022-12-31 | $575k | 2.4k | 241.86 |
| 2022-09-30 | $521k | 2.4k | 219.18 |
| 2022-06-30 | $519k | 2.3k | 225.95 |
| 2022-03-31 | $652k | 2.4k | 268.09 |
| 2021-12-31 | $682k | 2.4k | 282.87 |
| 2021-09-30 | $643k | 2.4k | 263.09 |
| 2021-06-30 | $642k | 2.4k | 268.39 |
| 2018-12-31 | $72k | 437 | 164.76 |
More positions owned by Brandywine Oak Private Wealth
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