iShares S&P MidCap 400 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 29k | 62.32 |
| 2024-03-31 | $1.5M | 24k | 60.74 |
| 2023-12-31 | $1.4M | 4.9k | 277.15 |
| 2023-09-30 | $1.4M | 5.5k | 249.35 |
| 2023-06-30 | $1.8M | 7.0k | 261.48 |
| 2023-03-31 | $1.3M | 5.3k | 250.16 |
| 2022-12-31 | $1.3M | 5.3k | 241.89 |
| 2022-09-30 | $681k | 3.1k | 219.25 |
| 2022-06-30 | $911k | 4.0k | 226.22 |
| 2022-03-31 | $1.1M | 4.0k | 268.44 |
| 2021-12-31 | $1.1M | 4.0k | 283.09 |
| 2021-09-30 | $755k | 2.9k | 262.97 |
| 2021-06-30 | $916k | 3.4k | 268.70 |
| 2021-03-31 | $898k | 3.4k | 260.37 |
| 2020-12-31 | $757k | 3.3k | 229.74 |
| 2020-09-30 | $756k | 4.1k | 185.29 |
| 2020-06-30 | $809k | 4.6k | 177.72 |
| 2020-03-31 | $655k | 4.6k | 143.89 |
| 2019-12-31 | $937k | 4.6k | 205.84 |
| 2019-09-30 | $876k | 4.5k | 193.33 |
| 2019-06-30 | $880k | 4.5k | 194.22 |
| 2019-03-31 | $858k | 4.5k | 189.36 |
| 2018-12-31 | $528k | 3.2k | 165.99 |
| 2018-09-30 | $640k | 3.2k | 201.19 |
| 2018-06-30 | $698k | 3.6k | 194.86 |
| 2018-03-31 | $672k | 3.6k | 187.60 |
| 2017-12-31 | $597k | 3.1k | 189.70 |
| 2017-09-30 | $308k | 1.7k | 178.86 |
| 2017-06-30 | $201k | 1.2k | 173.88 |
| 2017-03-31 | $204k | 1.2k | 171.00 |