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iShares Russell 1000 Value Index shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Value Index by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 125 165.25
2023-09-30 $19k 125 151.82
2023-06-30 $20k 125 157.82
2023-03-31 $19k 125 152.26
2022-12-31 $19k 125 151.65

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

Top funds holding iShares Russell 1000 Value Index

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UBS Group
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Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
Royal Bank of Canada

View all funds holding iShares Russell 1000 Value Index