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iShares Russell 1000 Value Index shares owned by Oarsman Capital

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Oarsman Capital from 13F filings

Historical chart of Oarsman Capital investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Oarsman Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 20k 189.80
2024-06-30 $3.4M 20k 174.47
2024-03-31 $3.2M 18k 179.11
2023-12-31 $2.6M 16k 165.25
2018-03-31 $297k 2.5k 119.81
2017-12-31 $309k 2.5k 124.30
2017-09-30 $314k 2.6k 118.54
2017-06-30 $307k 2.6k 116.29
2017-03-31 $286k 2.5k 114.95
2016-12-31 $279k 2.5k 112.09
2016-09-30 $277k 2.6k 105.60
2016-06-30 $283k 2.7k 103.25
2016-03-31 $282k 2.8k 98.98
2015-12-31 $212k 2.2k 97.88
2015-09-30 $201k 2.2k 93.31