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iShares Russell 3000 Value Index shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Live Oak Investment Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$4.4k	52	84.33
2023-09-30	$3.9k	52	74.62
2023-06-30	$4.1k	52	78.25
2023-03-31	$3.8k	52	73.77
2022-12-31	$1.8k	26	70.62

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