iShares Russell 1000 Value Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.1M | 43k | 189.80 |
| 2024-03-31 | $7.9M | 44k | 179.11 |
| 2023-12-31 | $7.5M | 45k | 165.25 |
| 2023-09-30 | $6.4M | 42k | 151.82 |
| 2023-06-30 | $6.7M | 42k | 157.83 |
| 2023-03-31 | $6.4M | 42k | 152.26 |
| 2022-12-31 | $6.5M | 43k | 151.65 |
| 2022-09-30 | $6.1M | 45k | 136.00 |
| 2022-06-30 | $6.5M | 45k | 144.97 |
| 2022-03-31 | $7.5M | 45k | 165.98 |
| 2021-12-31 | $8.2M | 49k | 167.93 |
| 2021-09-30 | $8.4M | 54k | 156.50 |
| 2021-06-30 | $8.5M | 54k | 158.62 |
| 2021-03-31 | $8.2M | 54k | 151.55 |
| 2020-12-31 | $7.5M | 55k | 136.73 |
| 2020-09-30 | $6.5M | 55k | 118.13 |
| 2020-06-30 | $5.9M | 53k | 112.63 |
| 2020-03-31 | $5.0M | 50k | 99.18 |
| 2019-12-31 | $7.5M | 55k | 136.47 |
| 2019-09-30 | $7.1M | 55k | 128.26 |
| 2019-06-30 | $5.6M | 44k | 127.22 |
| 2019-03-31 | $5.5M | 44k | 123.49 |
| 2018-12-31 | $5.3M | 48k | 111.04 |
| 2018-09-30 | $6.2M | 49k | 126.62 |
| 2018-06-30 | $6.0M | 50k | 121.37 |
| 2018-03-31 | $6.0M | 50k | 119.97 |
| 2017-12-31 | $5.0M | 40k | 124.33 |
| 2017-09-30 | $3.4M | 29k | 118.52 |
| 2017-06-30 | $3.3M | 29k | 116.42 |
| 2017-03-31 | $3.3M | 29k | 114.95 |
| 2016-12-31 | $3.3M | 29k | 112.05 |
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