iShares Russell 1000 Value Index shares owned by Oak Family Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $271k | 1.5k | 179.11 |
| 2023-12-31 | $250k | 1.5k | 165.25 |
| 2023-09-30 | $245k | 1.6k | 151.82 |
| 2023-06-30 | $254k | 1.6k | 157.83 |
| 2023-03-31 | $245k | 1.6k | 152.26 |
| 2022-12-31 | $329k | 2.2k | 151.65 |
| 2022-09-30 | $295k | 2.2k | 136.20 |
| 2022-06-30 | $314k | 2.2k | 144.97 |
| 2022-03-31 | $443k | 2.7k | 166.17 |
| 2021-12-31 | $485k | 2.9k | 167.94 |
| 2021-09-30 | $415k | 2.7k | 156.54 |
| 2021-06-30 | $730k | 4.6k | 158.63 |
| 2021-03-31 | $527k | 3.5k | 151.44 |
| 2020-12-31 | $414k | 3.0k | 136.86 |
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