iShares S&P MidCap 400 Value Index shares owned by Oxler Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Oxler Private Wealth
from 13F filings
Historical chart of Oxler Private Wealth investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Oxler Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 22k | 114.04 |
| 2023-09-30 | $2.2M | 22k | 101.14 |
| 2023-06-30 | $2.4M | 23k | 107.12 |
| 2023-03-31 | $3.7M | 36k | 102.77 |
| 2022-12-31 | $3.5M | 35k | 100.82 |
| 2022-09-30 | $4.0M | 36k | 113.00 |
| 2022-06-30 | $3.3M | 35k | 94.41 |
| 2022-03-31 | $3.2M | 29k | 109.63 |
| 2021-12-31 | $3.2M | 29k | 110.67 |
| 2021-09-30 | $2.8M | 27k | 103.03 |
| 2021-06-30 | $2.3M | 22k | 105.32 |
| 2021-03-31 | $2.0M | 20k | 101.91 |
| 2020-12-31 | $800k | 9.6k | 82.95 |
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