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Oarsman Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Oarsman Capital’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.6M Sell
23,832
-1,810
-7% -$1.24M 1.93% 10
2025
Q4 		$17.6M Sell
25,642
-289
-1% -$196K 2.28% 10
2025
Q3 		$17.4M Sell
25,931
-3,081
-11% -$1.98M 2.43% 9
2025
Q2 		$18M Sell
29,012
-333
-1% -$191K 2.82% 8
2025
Q1 		$16.5M Sell
29,345
-3,213
-10% -$1.9M 2.96% 7
2024
Q4 		$19.2M Sell
32,558
-527
-2% -$312K 3.34% 7
2024
Q3 		$19.1M Buy
33,085
+2,274
+7% +$1.26M 3.51% 6
2024
Q2 		$16.9M Buy
30,811
+979
+3% +$515K 3.69% 6
2024
Q1 		$15.7M Buy
29,832
+5,316
+22% +$2.66M 3.75% 6
2023
Q4 		$11.7M Buy
24,516
+21,807
+805% +$9.76M 3.11% 6
2023
Q3 		$1.16M Buy
2,709
+1,608
+146% +$719K 0.49% 55
2023
Q2 		$491K Sell
1,101
-39
-3% -$16.4K 0.21% 102
2023
Q1 		$469K Buy
+1,140
New +$457K 0.22% 99
2017
Q4 		– Sell
-799
Closed -$202K – 193
2017
Q3 		$202K Buy
+799
New +$198K 0.09% 177

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Oarsman Capital's IVV Position: Q1 2026 in Review

Oarsman Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q1 2026, selling an estimated $1.24M and leaving 23,832 shares worth $15.6M. The position accounts for 1.93% of the portfolio, ranked #10.

Oarsman Capital first reported a position in IVV in Q3 2017 and has held it in 14 quarters since. The position peaked at $19.2M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Oarsman Capital held 23,832 shares of iShares Core S&P 500 ETF worth $15.6M as of Q1 2026.
  • Oarsman Capital sold 1,810 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.24M.
  • iShares Core S&P 500 ETF made up 1.93% of Oarsman Capital's portfolio in Q1 2026, its #10 holding.
  • Oarsman Capital first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 14 quarters since.
  • Oarsman Capital's iShares Core S&P 500 ETF position peaked at $19.2M in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.