iShares S&P MidCap 400 Growth shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $401k | 4.4k | 91.93 |
| 2024-06-30 | $384k | 4.4k | 88.11 |
| 2024-03-31 | $398k | 4.4k | 91.25 |
| 2023-12-31 | $346k | 4.4k | 79.22 |
| 2023-09-30 | $315k | 4.4k | 72.24 |
| 2023-06-30 | $327k | 4.4k | 75.00 |
| 2023-03-31 | $312k | 4.4k | 71.51 |
| 2022-12-31 | $298k | 4.4k | 68.30 |
| 2022-09-30 | $320k | 5.1k | 63.03 |
| 2022-06-30 | $278k | 4.4k | 63.75 |
| 2022-03-31 | $392k | 5.1k | 77.21 |
| 2021-12-31 | $433k | 5.1k | 85.29 |
| 2021-09-30 | $402k | 5.1k | 79.18 |
| 2021-06-30 | $411k | 5.1k | 80.95 |
| 2021-03-31 | $398k | 5.1k | 78.39 |
| 2020-12-31 | $272k | 3.8k | 72.11 |
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