iShares S&P MidCap 400 Growth shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40k | 414 | 95.87 |
| 2025-06-30 | $38k | 413 | 91.03 |
| 2025-03-31 | $83k | 995 | 83.27 |
| 2024-12-31 | $146k | 1.6k | 90.96 |
| 2024-09-30 | $147k | 1.6k | 91.92 |
| 2024-06-30 | $141k | 1.6k | 88.10 |
| 2024-03-31 | $155k | 1.7k | 91.27 |
| 2023-12-31 | $135k | 1.7k | 79.21 |
| 2023-09-30 | $180k | 2.5k | 72.24 |
| 2023-06-30 | $187k | 2.5k | 75.00 |
| 2023-03-31 | $178k | 2.5k | 71.52 |
| 2022-12-31 | $169k | 2.5k | 68.31 |
| 2022-09-30 | $183k | 2.9k | 62.89 |
| 2022-06-30 | $185k | 2.9k | 63.82 |
| 2022-03-31 | $223k | 2.9k | 77.11 |
| 2021-12-31 | $315k | 3.7k | 85.18 |
| 2021-09-30 | $292k | 3.7k | 79.09 |
| 2021-06-30 | $298k | 3.7k | 80.82 |
| 2021-03-31 | $289k | 3.7k | 78.47 |
| 2020-12-31 | $287k | 4.0k | 72.27 |
| 2020-09-30 | $293k | 1.2k | 238.99 |
| 2020-06-30 | $274k | 1.2k | 223.86 |
| 2020-03-31 | $218k | 1.2k | 178.40 |
| 2019-12-31 | $333k | 1.4k | 238.03 |
| 2019-09-30 | $352k | 1.6k | 224.20 |
| 2019-06-30 | $555k | 2.5k | 226.16 |
| 2019-03-31 | $599k | 2.7k | 219.09 |
| 2018-12-31 | $642k | 3.4k | 191.13 |
| 2018-09-30 | $989k | 4.2k | 233.03 |
| 2018-06-30 | $1.1M | 4.7k | 224.78 |
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