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iShares S&P 500 Index shares owned by Oarsman Capital

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oarsman Capital from 13F filings

Historical chart of Oarsman Capital investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 500 Index by Oarsman Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 25k 477.63
2023-09-30 $1.2M 2.7k 429.50
2023-06-30 $491k 1.1k 445.89
2023-03-31 $469k 1.1k 411.19
2017-09-30 $202k 799 252.82

More positions owned by Oarsman Capital

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Value Etf Etf (VTV)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Fiserv Stock (FI)
Jpmorgan Core Plus Bond Etf Etf (JCPB)

View all positions for Oarsman Capital

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index