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iShares S&P 500 Value Index shares owned by Birnam Oak Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Birnam Oak Advisors from 13F filings

Historical chart of Birnam Oak Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Birnam Oak Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Birnam Oak Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 10k 206.51
2025-06-30 $2.0M 10k 195.42
2025-03-31 $1.9M 10k 190.58
2024-12-31 $1.9M 10k 190.88

More positions owned by Birnam Oak Advisors

Cyberark Software SHS (CYBR)
Ishares Tr Msci Acwi Etf (ACWI)
Interpublic Group of Companies (IPG)
Frontier Communications Pare (FYBR)
Verona Pharma Sponsored Ads (VRNA)
Norfolk Southern (NSC)
Chart Industries (GTLS)
PNM Resources (TXNM)
Kellogg Company (K)
Ark Etf Tr Innovation Etf Put Option (ARKK)
Spirit Aerosystems Hldgs Com Cl A (SPR)
Echostar Corp Cl A (SATS)
Vanguard Index Fds Growth Etf (VUG)
Core Scientific (CORZ)
Oklo Com Cl A Put Option (OKLO)

View all positions for Birnam Oak Advisors

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