iShares S&P MidCap 400 Index shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth 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 Private Wealth 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 Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $486k | 7.4k | 66.00 |
| 2025-09-30 | $480k | 7.4k | 65.26 |
| 2025-06-30 | $456k | 7.4k | 62.02 |
| 2025-03-31 | $429k | 7.4k | 58.35 |
| 2024-12-31 | $458k | 7.3k | 62.31 |
| 2024-09-30 | $463k | 7.4k | 62.32 |
| 2024-06-30 | $404k | 6.9k | 58.52 |
| 2024-03-31 | $397k | 6.5k | 60.74 |
| 2023-12-31 | $334k | 1.2k | 277.15 |
| 2023-09-30 | $298k | 1.2k | 249.35 |
| 2023-06-30 | $296k | 1.1k | 261.48 |
| 2023-03-31 | $275k | 1.1k | 250.16 |
| 2022-12-31 | $307k | 1.3k | 241.89 |
| 2022-09-30 | $274k | 1.2k | 219.55 |
| 2022-06-30 | $294k | 1.3k | 226.33 |
| 2022-03-31 | $388k | 1.4k | 268.51 |
| 2021-12-31 | $405k | 1.4k | 282.82 |
| 2021-09-30 | $374k | 1.4k | 263.19 |
| 2021-06-30 | $375k | 1.4k | 268.82 |