iShares Russell 1000 Value Index shares owned by Oliver Luxxe Assets
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Oliver Luxxe Assets
from 13F filings
Historical chart of Oliver Luxxe Assets investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Oliver Luxxe Assets
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $500k | 2.8k | 179.09 |
| 2023-12-31 | $567k | 3.4k | 165.24 |
| 2023-09-30 | $531k | 3.5k | 151.82 |
| 2023-06-30 | $601k | 3.8k | 157.83 |
| 2023-03-31 | $622k | 4.1k | 152.24 |
| 2022-12-31 | $810k | 5.3k | 151.64 |
| 2022-09-30 | $682k | 5.0k | 135.96 |
| 2022-06-30 | $680k | 4.7k | 145.05 |
| 2022-03-31 | $761k | 4.6k | 165.98 |
| 2021-12-31 | $653k | 4.2k | 156.59 |
| 2021-09-30 | $653k | 4.2k | 156.59 |
| 2021-06-30 | $629k | 4.0k | 158.56 |
| 2021-03-31 | $562k | 3.7k | 151.61 |
| 2020-12-31 | $388k | 2.8k | 140.73 |
| 2018-06-30 | $209k | 1.7k | 119.77 |
| 2018-03-31 | $209k | 1.7k | 119.77 |
| 2017-12-31 | $257k | 2.1k | 124.46 |
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