Ishares Tr msci usavalfct shares owned by Oxford Financial
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5k | 68 | 125.04 |
| 2025-06-30 | $7.7k | 68 | 113.21 |
| 2025-03-31 | $7.3k | 68 | 106.65 |
| 2024-12-31 | $7.2k | 68 | 105.60 |
| 2024-09-30 | $7.4k | 68 | 109.04 |
| 2024-03-31 | $7.4k | 68 | 108.31 |
| 2023-12-31 | $6.9k | 68 | 101.16 |
| 2023-09-30 | $8.5k | 94 | 90.72 |
| 2023-06-30 | $6.4k | 68 | 93.79 |
| 2023-03-31 | $6.3k | 68 | 92.59 |
| 2022-12-31 | $29k | 318 | 91.14 |
| 2022-09-30 | $1.4M | 17k | 81.85 |
| 2022-06-30 | $1.9M | 21k | 90.53 |
| 2022-03-31 | $2.3M | 22k | 104.58 |
| 2021-12-31 | $3.0M | 27k | 109.46 |
| 2021-09-30 | $2.5M | 25k | 100.72 |
| 2021-06-30 | $2.8M | 26k | 105.05 |
| 2021-03-31 | $2.9M | 29k | 102.45 |