iShares S&P MidCap 400 Index shares owned by Live Oak Investment Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Live Oak Investment Partners
from 13F filings
Historical chart of Live Oak Investment Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Live Oak Investment Partners 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 Live Oak Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $77k | 1.2k | 62.32 |
| 2024-06-30 | $72k | 1.2k | 58.52 |
| 2023-12-31 | $78k | 283 | 277.15 |
| 2023-09-30 | $76k | 303 | 249.34 |
| 2023-06-30 | $79k | 303 | 261.47 |
| 2023-03-31 | $76k | 303 | 250.16 |
| 2022-12-31 | $73k | 303 | 241.88 |
More positions owned by Live Oak Investment Partners
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