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iShares S&P 500 Value Index shares owned by Oasis Advisors

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

Historical chart of Oasis 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 Oasis 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 Oasis Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $289k 1.3k 227.08
2025-12-31 $308k 1.5k 212.10

More positions owned by Oasis Advisors

Principal Exchange Traded Us Mega Cp Etf (USMC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust St Shor Corp Etf (SPSB)
Ishares Tr Us Aer Def Etf (ITA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust I Digital Asset (DADS)
Amplify Etf Tr Block Techn Etf (BLOK)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)

View all positions for Oasis Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index