iShares S&P MidCap 400 Index shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Breakwater Investment Management 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 Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 895 | 65.23 |
| 2025-06-30 | $56k | 895 | 62.00 |
| 2025-03-31 | $52k | 895 | 58.33 |
| 2024-12-31 | $934 | 15 | 62.33 |
| 2024-09-30 | $934 | 15 | 62.33 |
| 2024-06-30 | $877 | 15 | 58.53 |
| 2024-03-31 | $912 | 15 | 60.80 |
More positions owned by Breakwater Investment Management
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