iShares Russell 3000 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 3000 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 6.1k | 326.74 |
| 2024-03-31 | $2.1M | 7.0k | 300.08 |
| 2023-12-31 | $1.9M | 7.0k | 273.74 |
| 2023-09-30 | $1.7M | 7.0k | 245.05 |
| 2023-06-30 | $1.8M | 6.9k | 254.48 |
| 2023-03-31 | $1.6M | 6.9k | 235.41 |
| 2022-12-31 | $1.5M | 6.9k | 220.68 |
| 2022-09-30 | $1.4M | 6.9k | 207.01 |
| 2022-06-30 | $1.5M | 6.9k | 217.40 |
| 2022-03-31 | $1.9M | 7.2k | 262.40 |
| 2021-12-31 | $2.0M | 7.2k | 277.50 |
| 2021-09-30 | $1.8M | 6.9k | 254.83 |
| 2021-06-30 | $1.8M | 6.9k | 255.85 |
| 2021-03-31 | $1.6M | 6.9k | 237.24 |
| 2020-12-31 | $1.4M | 6.2k | 223.59 |
| 2020-09-30 | $1.2M | 6.2k | 195.76 |
| 2020-06-30 | $1.1M | 6.2k | 180.07 |
| 2020-03-31 | $915k | 6.2k | 148.25 |
| 2019-12-31 | $1.1M | 5.7k | 188.45 |