iShares S&P MidCap 400 Growth shares owned by Private Ocean
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $87k | 990 | 88.11 |
| 2024-03-31 | $90k | 990 | 91.25 |
| 2023-12-31 | $78k | 990 | 79.22 |
| 2023-09-30 | $72k | 990 | 72.24 |
| 2023-06-30 | $74k | 990 | 75.00 |
| 2023-03-31 | $71k | 990 | 71.51 |
| 2022-12-31 | $68k | 990 | 68.30 |
| 2022-09-30 | $62k | 990 | 62.63 |
| 2022-06-30 | $63k | 990 | 63.64 |
| 2022-03-31 | $76k | 990 | 76.77 |
| 2021-12-31 | $114k | 1.3k | 84.95 |
| 2021-09-30 | $78k | 990 | 78.79 |
| 2021-06-30 | $80k | 990 | 80.81 |
| 2021-03-31 | $63k | 800 | 78.75 |
| 2020-12-31 | $58k | 800 | 72.50 |
| 2020-09-30 | $48k | 200 | 240.00 |
| 2020-06-30 | $44k | 200 | 220.00 |
| 2020-03-31 | $35k | 200 | 175.00 |
| 2019-12-31 | $48k | 200 | 240.00 |
| 2019-09-30 | $45k | 200 | 225.00 |
| 2019-06-30 | $45k | 200 | 225.00 |
| 2019-03-31 | $44k | 200 | 220.00 |
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