iShares S&P 500 Value Index shares owned by Oarsman Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Oarsman Capital
from 13F filings
Historical chart of Oarsman Capital 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 Oarsman Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Oarsman Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 1.8k | 206.51 |
| 2025-06-30 | $388k | 2.0k | 195.42 |
| 2025-03-31 | $380k | 2.0k | 190.58 |
| 2024-12-31 | $543k | 2.8k | 190.88 |
| 2024-09-30 | $598k | 3.0k | 197.17 |
| 2024-06-30 | $552k | 3.0k | 182.01 |
| 2024-03-31 | $575k | 3.1k | 186.81 |
| 2023-12-31 | $511k | 2.9k | 173.89 |
| 2023-09-30 | $436k | 2.8k | 153.84 |
| 2023-06-30 | $446k | 2.8k | 161.19 |
| 2023-03-31 | $419k | 2.8k | 151.76 |
| 2022-12-31 | $400k | 2.8k | 145.07 |
| 2022-09-30 | $345k | 2.7k | 128.40 |
| 2022-06-30 | $332k | 2.4k | 137.36 |
| 2022-03-31 | $333k | 2.1k | 155.61 |
| 2021-12-31 | $311k | 2.0k | 156.83 |
| 2021-09-30 | $292k | 2.0k | 145.56 |
| 2021-06-30 | $290k | 2.0k | 147.88 |
| 2021-03-31 | $250k | 1.8k | 141.24 |
| 2020-12-31 | $227k | 1.8k | 128.25 |
| 2020-09-30 | $222k | 2.0k | 112.69 |
| 2020-06-30 | $219k | 2.0k | 108.15 |
| 2019-12-31 | $252k | 1.9k | 130.23 |
| 2019-09-30 | $225k | 1.9k | 119.36 |
| 2019-06-30 | $221k | 1.9k | 116.32 |
| 2019-03-31 | $214k | 1.9k | 112.63 |
| 2018-09-30 | $214k | 1.9k | 115.68 |
| 2017-12-31 | $253k | 2.2k | 114.07 |
| 2017-09-30 | $239k | 2.2k | 107.75 |
| 2017-06-30 | $233k | 2.2k | 105.05 |
| 2017-03-31 | $228k | 2.2k | 104.20 |
| 2016-12-31 | $234k | 2.3k | 101.17 |
| 2016-09-30 | $224k | 2.4k | 94.79 |
| 2016-06-30 | $220k | 2.4k | 93.10 |
| 2016-03-31 | $209k | 2.3k | 89.78 |
| 2015-06-30 | $240k | 2.6k | 92.02 |
| 2015-03-31 | $262k | 2.8k | 92.64 |
| 2014-12-31 | $262k | 2.8k | 93.64 |
| 2014-09-30 | $253k | 2.8k | 90.10 |
| 2014-06-30 | $252k | 2.8k | 90.39 |
| 2014-03-31 | $246k | 2.8k | 86.83 |
| 2013-12-31 | $230k | 2.7k | 85.41 |
| 2013-09-30 | $202k | 2.6k | 78.14 |