iShares S&P MidCap 400 Value Index shares owned by Omega Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 87k | 129.72 |
| 2025-06-30 | $10M | 84k | 123.58 |
| 2025-03-31 | $9.7M | 81k | 119.73 |
| 2024-12-31 | $10M | 81k | 124.96 |
| 2024-09-30 | $9.7M | 79k | 123.62 |
| 2024-06-30 | $8.2M | 73k | 113.46 |
| 2024-03-31 | $8.2M | 69k | 118.29 |
| 2023-12-31 | $7.6M | 67k | 114.04 |
| 2023-09-30 | $6.2M | 62k | 100.93 |
| 2023-06-30 | $6.7M | 63k | 107.13 |
| 2023-03-31 | $6.8M | 66k | 102.77 |
| 2022-12-31 | $6.0M | 59k | 101.52 |
| 2022-09-30 | $5.9M | 66k | 89.99 |
| 2022-06-30 | $6.0M | 64k | 94.41 |
| 2022-03-31 | $7.0M | 64k | 109.65 |
| 2021-12-31 | $6.4M | 58k | 110.68 |
| 2021-09-30 | $5.4M | 53k | 103.05 |
| 2021-06-30 | $4.6M | 44k | 105.34 |
| 2021-03-31 | $4.2M | 41k | 101.92 |
| 2020-12-31 | $3.7M | 43k | 86.30 |
| 2020-09-30 | $3.0M | 22k | 134.85 |
| 2020-06-30 | $2.8M | 21k | 132.96 |
| 2020-03-31 | $2.2M | 20k | 109.74 |
| 2019-12-31 | $1.3M | 7.3k | 170.79 |
| 2019-09-30 | $1.2M | 7.3k | 159.85 |
| 2019-06-30 | $1.1M | 6.9k | 159.50 |
| 2019-03-31 | $1.1M | 6.9k | 156.97 |
| 2018-12-31 | $628k | 4.5k | 138.39 |
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