iShares Russell 1000 Value Index shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $987k | 5.2k | 189.80 |
| 2024-06-30 | $848k | 4.9k | 174.47 |
| 2024-03-31 | $819k | 4.6k | 179.11 |
| 2023-12-31 | $702k | 4.2k | 165.25 |
| 2023-09-30 | $649k | 4.3k | 151.82 |
| 2023-06-30 | $664k | 4.2k | 157.83 |
| 2023-03-31 | $556k | 3.7k | 152.26 |
| 2022-12-31 | $583k | 3.8k | 151.65 |
| 2022-09-30 | $539k | 4.0k | 136.08 |
| 2022-06-30 | $577k | 4.0k | 145.05 |
| 2022-03-31 | $711k | 4.3k | 166.04 |
| 2021-12-31 | $710k | 4.2k | 167.85 |
| 2021-09-30 | $652k | 4.2k | 156.43 |
| 2021-06-30 | $676k | 4.3k | 158.72 |
| 2021-03-31 | $546k | 3.6k | 151.62 |
| 2020-12-31 | $472k | 3.5k | 136.61 |
| 2020-09-30 | $392k | 3.3k | 118.18 |
| 2020-06-30 | $390k | 3.5k | 112.68 |
| 2019-12-31 | $230k | 1.7k | 136.26 |
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