iShares S&P SmallCap 600 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 11k | 116.96 |
| 2024-03-31 | $700k | 6.3k | 110.52 |
| 2023-12-31 | $598k | 5.5k | 108.25 |
| 2023-09-30 | $484k | 5.1k | 94.33 |
| 2023-06-30 | $823k | 8.3k | 99.65 |
| 2023-03-31 | $507k | 5.2k | 96.70 |
| 2022-12-31 | $507k | 5.4k | 94.64 |
| 2022-09-30 | $476k | 5.5k | 87.24 |
| 2022-06-30 | $629k | 6.8k | 92.42 |
| 2022-03-31 | $734k | 6.8k | 107.85 |
| 2021-12-31 | $991k | 8.7k | 114.53 |
| 2021-09-30 | $755k | 6.9k | 109.20 |
| 2021-06-30 | $901k | 8.0k | 113.02 |
| 2021-03-31 | $865k | 8.0k | 108.50 |
| 2020-12-31 | $701k | 7.6k | 91.84 |
| 2020-09-30 | $980k | 14k | 70.21 |
| 2020-06-30 | $965k | 14k | 68.32 |
| 2020-03-31 | $819k | 15k | 56.10 |
| 2019-12-31 | $1.2M | 15k | 83.85 |
| 2019-09-30 | $1.3M | 17k | 77.84 |
| 2019-06-30 | $1.3M | 17k | 78.30 |
| 2019-03-31 | $1.3M | 17k | 77.14 |
| 2018-12-31 | $444k | 6.4k | 69.36 |
| 2018-09-30 | $558k | 6.4k | 87.17 |
| 2018-06-30 | $650k | 7.8k | 83.48 |
| 2018-03-31 | $600k | 7.8k | 77.06 |
| 2017-12-31 | $598k | 7.8k | 76.80 |
| 2017-09-30 | $609k | 8.2k | 74.25 |
| 2017-06-30 | $478k | 6.8k | 70.12 |
| 2017-03-31 | $479k | 6.9k | 69.12 |
| 2016-12-31 | $477k | 3.5k | 137.66 |
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