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iShares S&P SmallCap 600 Index shares owned by Oarsman Capital

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Oarsman Capital from 13F filings

Historical chart of Oarsman Capital investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Oarsman Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Oarsman Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $322k 3.0k 106.66
2024-03-31 $331k 3.0k 110.52
2023-12-31 $304k 2.8k 108.25
2023-09-30 $266k 2.8k 94.33
2023-06-30 $281k 2.8k 99.65
2023-03-31 $346k 3.6k 96.70
2022-12-31 $326k 3.4k 94.64
2022-09-30 $305k 3.5k 87.19
2022-06-30 $323k 3.5k 92.34
2022-03-31 $397k 3.7k 107.82
2021-12-31 $396k 3.5k 114.55
2021-09-30 $369k 3.4k 109.11
2021-06-30 $376k 3.3k 113.01
2021-03-31 $397k 3.7k 108.65
2020-12-31 $553k 6.0k 91.86
2020-09-30 $435k 6.2k 70.16
2020-06-30 $369k 5.4k 68.21
2020-03-31 $290k 5.2k 56.18
2019-12-31 $448k 5.3k 83.94
2019-09-30 $411k 5.3k 77.86
2019-06-30 $450k 5.7k 78.36
2019-03-31 $446k 5.8k 77.20
2018-12-31 $402k 5.8k 69.37
2018-09-30 $514k 5.9k 87.18
2018-06-30 $537k 6.4k 83.44
2018-03-31 $595k 7.7k 77.04
2017-12-31 $606k 7.9k 76.83
2017-09-30 $1.9M 26k 74.22
2017-06-30 $1.3M 19k 70.10
2017-03-31 $1.3M 18k 69.15
2016-12-31 $852k 6.2k 137.60
2016-09-30 $938k 7.6k 124.21
2016-06-30 $834k 7.2k 116.22
2016-03-31 $569k 5.1k 112.50

More positions owned by Oarsman Capital

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Value Etf Etf (VTV)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Oarsman Capital

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P SmallCap 600 Index