iShares Russell 2000 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 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 2000 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.6k | 241.96 |
| 2025-06-30 | $2.3M | 11k | 215.79 |
| 2025-03-31 | $2.2M | 11k | 199.49 |
| 2024-12-31 | $2.5M | 11k | 220.96 |
| 2024-09-30 | $1.9M | 8.5k | 220.89 |
| 2024-03-31 | $1.6M | 7.7k | 210.30 |
| 2023-12-31 | $1.6M | 7.7k | 200.71 |
| 2023-09-30 | $1.3M | 7.2k | 176.74 |
| 2023-06-30 | $1.3M | 7.2k | 187.27 |
| 2023-03-31 | $1.4M | 7.8k | 178.40 |
| 2022-12-31 | $1.4M | 7.8k | 174.36 |
| 2022-09-30 | $532k | 3.2k | 165.01 |
| 2022-06-30 | $534k | 3.2k | 169.26 |
| 2022-03-31 | $705k | 3.4k | 205.24 |
| 2021-12-31 | $674k | 3.0k | 222.52 |
| 2021-09-30 | $317k | 1.4k | 218.77 |
| 2021-06-30 | $535k | 2.3k | 229.42 |
| 2021-03-31 | $525k | 2.4k | 220.96 |
| 2020-12-31 | $466k | 2.4k | 196.13 |
| 2020-09-30 | $643k | 4.3k | 149.81 |
| 2020-06-30 | $620k | 4.3k | 143.29 |
| 2020-03-31 | $495k | 4.3k | 114.40 |
| 2019-12-31 | $763k | 4.6k | 165.62 |
| 2019-09-30 | $729k | 4.8k | 151.43 |
| 2019-06-30 | $749k | 4.8k | 155.59 |
| 2019-03-31 | $737k | 4.8k | 153.10 |
| 2018-12-31 | $608k | 4.5k | 133.86 |
| 2018-09-30 | $766k | 4.5k | 168.65 |
| 2018-06-30 | $853k | 5.2k | 163.82 |
| 2018-03-31 | $794k | 5.2k | 151.87 |
| 2017-12-31 | $781k | 5.1k | 152.42 |
| 2017-09-30 | $502k | 3.4k | 148.17 |