iShares S&P MidCap 400 Growth shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $876k | 9.6k | 91.25 |
| 2023-12-31 | $760k | 9.6k | 79.22 |
| 2023-09-30 | $693k | 9.6k | 72.24 |
| 2023-06-30 | $823k | 11k | 75.00 |
| 2023-03-31 | $785k | 11k | 71.51 |
| 2022-12-31 | $757k | 11k | 68.30 |
| 2022-09-30 | $698k | 11k | 62.98 |
| 2022-06-30 | $706k | 11k | 63.70 |
| 2022-03-31 | $856k | 11k | 77.24 |
| 2021-12-31 | $944k | 11k | 85.18 |
| 2021-09-30 | $1.0M | 13k | 79.15 |
| 2021-06-30 | $1.1M | 13k | 80.92 |
| 2021-03-31 | $1.0M | 13k | 78.31 |
| 2020-12-31 | $938k | 13k | 72.15 |
| 2020-09-30 | $777k | 3.3k | 239.08 |
| 2020-06-30 | $728k | 3.3k | 224.00 |
| 2020-03-31 | $579k | 3.3k | 178.15 |
| 2019-12-31 | $773k | 3.3k | 237.85 |
| 2019-09-30 | $869k | 3.9k | 223.68 |
| 2019-06-30 | $879k | 3.9k | 226.25 |
| 2019-03-31 | $851k | 3.9k | 219.05 |
| 2018-12-31 | $742k | 3.9k | 190.99 |
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