iShares S&P MidCap 400 Value Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial 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 Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53k | 409 | 129.72 |
| 2025-06-30 | $51k | 409 | 123.58 |
| 2025-03-31 | $49k | 409 | 119.73 |
| 2024-12-31 | $51k | 409 | 124.96 |
| 2024-09-30 | $87k | 704 | 123.62 |
| 2024-03-31 | $35k | 295 | 118.29 |
| 2023-12-31 | $34k | 295 | 114.04 |
| 2023-09-30 | $30k | 295 | 100.93 |
| 2023-06-30 | $35k | 325 | 107.13 |
| 2023-03-31 | $33k | 325 | 102.77 |
| 2022-12-31 | $33k | 325 | 100.80 |
| 2022-09-30 | $28k | 314 | 89.17 |
| 2022-06-30 | $30k | 314 | 95.54 |
| 2022-03-31 | $34k | 314 | 108.28 |
| 2021-12-31 | $33k | 295 | 111.86 |
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