iShares Russell 2000 Value Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 27k | 176.81 |
| 2025-06-30 | $4.3M | 27k | 157.76 |
| 2025-03-31 | $4.2M | 28k | 150.98 |
| 2024-12-31 | $4.5M | 28k | 164.17 |
| 2024-09-30 | $5.6M | 34k | 166.82 |
| 2024-03-31 | $5.4M | 34k | 158.81 |
| 2023-12-31 | $5.3M | 34k | 155.33 |
| 2023-09-30 | $4.8M | 36k | 135.55 |
| 2023-06-30 | $5.9M | 42k | 140.80 |
| 2023-03-31 | $4.9M | 36k | 137.02 |
| 2022-12-31 | $5.1M | 37k | 138.67 |
| 2022-09-30 | $4.8M | 37k | 128.94 |
| 2022-06-30 | $5.1M | 38k | 136.15 |
| 2022-03-31 | $6.2M | 38k | 161.40 |
| 2021-12-31 | $7.6M | 46k | 166.05 |
| 2021-09-30 | $9.4M | 59k | 160.24 |
| 2021-06-30 | $19M | 113k | 165.77 |
| 2021-03-31 | $56M | 350k | 159.47 |
| 2020-12-31 | $46M | 351k | 131.75 |
| 2020-09-30 | $36M | 366k | 99.33 |
| 2020-06-30 | $37M | 380k | 97.46 |
| 2020-03-31 | $30M | 362k | 82.03 |
| 2019-12-31 | $10M | 78k | 128.58 |
| 2019-09-30 | $8.9M | 75k | 119.41 |
| 2019-06-30 | $6.5M | 54k | 120.51 |
| 2019-03-31 | $3.4M | 29k | 119.91 |
| 2018-12-31 | $22M | 200k | 107.54 |
Top funds holding iShares Russell 2000 Value Index
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