iShares S&P 500 Index shares owned by Oakwood Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oakwood Capital Management
from 13F filings
Historical chart of Oakwood Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Oakwood Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $506k | 1.2k | 429.54 |
| 2021-03-31 | $361k | 908 | 397.58 |
| 2020-12-31 | $817k | 2.2k | 375.29 |
| 2020-09-30 | $794k | 2.4k | 336.16 |
| 2020-06-30 | $433k | 1.4k | 310.17 |
| 2019-12-31 | $278k | 859 | 323.63 |
| 2019-09-30 | $228k | 764 | 298.43 |
| 2019-06-30 | $429k | 1.5k | 294.64 |
| 2019-03-31 | $411k | 1.4k | 284.82 |
| 2018-12-31 | $328k | 1.3k | 251.73 |
| 2018-09-30 | $396k | 1.4k | 292.90 |
| 2018-06-30 | $1.9M | 7.1k | 273.13 |
| 2018-03-31 | $1.9M | 7.3k | 265.36 |
| 2017-12-31 | $2.9M | 11k | 268.91 |
| 2017-09-30 | $1.7M | 6.7k | 252.97 |
| 2017-06-30 | $1.6M | 6.7k | 243.39 |
| 2017-03-31 | $1.6M | 6.7k | 237.27 |
| 2016-12-31 | $3.1M | 14k | 224.97 |
| 2016-09-30 | $2.7M | 12k | 217.58 |
| 2016-06-30 | $2.7M | 13k | 210.53 |
| 2016-03-31 | $2.7M | 13k | 206.65 |
| 2015-12-31 | $5.8M | 28k | 204.85 |
| 2015-09-30 | $2.8M | 14k | 192.68 |
| 2015-06-30 | $2.9M | 14k | 207.25 |
| 2015-03-31 | $512k | 2.5k | 207.88 |
More positions owned by Oakwood Capital Management
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