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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Value Index by Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 44k 203.59
2025-06-30 $8.4M 43k 194.23
2025-03-31 $7.7M 41k 188.16
2024-12-31 $7.7M 41k 185.13
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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Etf Ser Solutions Distillate Us (DSTL)
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Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Fundamental Us L (FNDX)
McDonald's Corporation (MCD)

View all positions for Oxford Financial

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index