iShares S&P MidCap 400 Index shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 25k | 62.32 |
| 2024-06-30 | $1.4M | 25k | 58.52 |
| 2024-03-31 | $1.6M | 26k | 60.74 |
| 2023-12-31 | $4.1M | 15k | 277.16 |
| 2023-09-30 | $11M | 43k | 249.36 |
| 2023-06-30 | $11M | 41k | 261.48 |
| 2023-03-31 | $10M | 40k | 250.14 |
| 2022-12-31 | $7.1M | 30k | 241.90 |
| 2022-09-30 | $6.4M | 29k | 219.27 |
| 2022-06-30 | $6.4M | 28k | 226.24 |
| 2022-03-31 | $6.9M | 26k | 268.38 |
| 2021-12-31 | $6.5M | 23k | 283.08 |
More positions owned by Oak Harbor Wealth Partners
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