iShares Russell 1000 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 33k | 314.39 |
| 2024-03-31 | $10M | 36k | 288.03 |
| 2023-12-31 | $11M | 41k | 262.26 |
| 2023-09-30 | $9.7M | 41k | 234.91 |
| 2023-06-30 | $10M | 42k | 243.74 |
| 2023-03-31 | $9.7M | 43k | 225.23 |
| 2022-12-31 | $5.6M | 26k | 210.52 |
| 2022-09-30 | $5.2M | 26k | 197.33 |
| 2022-06-30 | $5.5M | 27k | 207.77 |
| 2022-03-31 | $4.2M | 17k | 250.07 |
| 2021-12-31 | $5.2M | 20k | 264.44 |
| 2021-09-30 | $7.9M | 33k | 241.70 |
| 2021-06-30 | $8.6M | 35k | 242.08 |
| 2021-03-31 | $7.9M | 35k | 223.83 |
| 2020-12-31 | $7.5M | 35k | 211.85 |
| 2020-09-30 | $6.2M | 33k | 187.14 |
| 2020-06-30 | $5.9M | 34k | 171.69 |
| 2020-03-31 | $4.9M | 34k | 141.52 |
| 2019-12-31 | $6.1M | 34k | 178.42 |
| 2019-09-30 | $4.8M | 30k | 164.54 |
| 2019-06-30 | $4.8M | 30k | 162.78 |
| 2019-03-31 | $4.6M | 30k | 157.31 |
| 2018-12-31 | $4.1M | 30k | 138.70 |
| 2018-09-30 | $4.8M | 30k | 161.70 |
| 2018-06-30 | $4.6M | 30k | 151.98 |
| 2018-03-31 | $4.2M | 28k | 146.85 |
| 2017-12-31 | $4.9M | 33k | 148.61 |
| 2017-09-30 | $4.4M | 32k | 139.88 |
| 2017-06-30 | $4.1M | 31k | 135.26 |
| 2017-03-31 | $4.0M | 31k | 131.25 |
| 2016-12-31 | $3.8M | 31k | 124.47 |