iShares S&P MidCap 400 Value Index shares owned by Orion Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Orion Capital Management
from 13F filings
Historical chart of Orion Capital Management 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 Orion Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 200 | 129.72 |
| 2025-06-30 | $25k | 200 | 123.58 |
| 2024-12-31 | $25k | 200 | 124.96 |
| 2024-03-31 | $24k | 200 | 118.29 |
| 2023-12-31 | $23k | 200 | 114.04 |
| 2023-09-30 | $20k | 200 | 100.93 |
| 2023-03-31 | $21k | 200 | 102.77 |
| 2022-12-31 | $20k | 200 | 100.80 |
| 2022-09-30 | $18k | 200 | 90.00 |
| 2022-06-30 | $19k | 200 | 95.00 |
| 2022-03-31 | $22k | 200 | 110.00 |
| 2021-12-31 | $22k | 200 | 110.00 |
| 2021-09-30 | $21k | 200 | 105.00 |
| 2021-06-30 | $21k | 200 | 105.00 |
| 2021-03-31 | $20k | 200 | 100.00 |
| 2020-12-31 | $17k | 200 | 85.00 |
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