iShares Russell 3000 Value Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5k | 55 | 99.95 |
| 2025-06-30 | $5.2k | 55 | 94.64 |
| 2025-03-31 | $5.1k | 55 | 92.29 |
| 2024-12-31 | $417k | 4.5k | 92.59 |
| 2024-09-30 | $6.2k | 65 | 95.49 |
| 2024-03-31 | $9.1k | 101 | 90.44 |
| 2023-12-31 | $104k | 1.2k | 84.33 |
| 2023-09-30 | $92k | 1.2k | 74.62 |
| 2023-06-30 | $96k | 1.2k | 78.26 |
| 2023-03-31 | $81k | 1.1k | 73.78 |
| 2022-12-31 | $75k | 1.1k | 70.63 |
| 2022-09-30 | $51k | 813 | 62.73 |
| 2022-06-30 | $60k | 900 | 66.67 |
| 2022-03-31 | $68k | 900 | 75.56 |
| 2021-12-31 | $69k | 900 | 76.67 |
| 2021-09-30 | $59k | 835 | 70.66 |
| 2020-06-30 | $44k | 835 | 52.69 |
| 2020-03-31 | $1.2M | 26k | 46.17 |
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