iShares S&P MidCap 400 Index shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $720k | 12k | 62.32 |
| 2024-06-30 | $676k | 12k | 58.52 |
| 2024-03-31 | $702k | 12k | 60.74 |
| 2023-12-31 | $642k | 2.3k | 277.15 |
| 2023-09-30 | $575k | 2.3k | 249.35 |
| 2023-06-30 | $603k | 2.3k | 261.48 |
| 2023-03-31 | $577k | 2.3k | 250.16 |
| 2022-12-31 | $558k | 2.3k | 241.89 |
| 2022-09-30 | $506k | 2.3k | 219.43 |
| 2022-06-30 | $522k | 2.3k | 226.37 |
| 2022-03-31 | $834k | 3.1k | 268.34 |
| 2021-12-31 | $880k | 3.1k | 283.14 |
| 2021-09-30 | $818k | 3.1k | 263.19 |
| 2021-06-30 | $835k | 3.1k | 268.66 |
| 2021-03-31 | $815k | 3.1k | 260.38 |
| 2020-12-31 | $683k | 3.0k | 229.97 |
More positions owned by Oakwell Private Wealth Management
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