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
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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 |
|---|---|---|---|
| 2024-09-30 | $330k | 3.5k | 95.49 |
| 2024-06-30 | $43k | 482 | 88.13 |
| 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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