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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

Tip: Access up to 7 years of quarterly data

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
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