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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Oxford Financial

Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Intuitive Surgical Com New (ISRG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Winnebago Industries (WGO)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
McDonald's Corporation (MCD)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Oxford Financial

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index