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iShares Russell 1000 Value Index shares owned by Osborne Partners Capital Management

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

Historical chart of Osborne Partners Capital Management 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 Osborne Partners Capital Management 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 Osborne Partners Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 12k 179.11
2023-12-31 $2.0M 12k 165.25
2023-09-30 $1.8M 12k 151.82
2023-06-30 $1.9M 12k 157.83
2023-03-31 $1.8M 12k 152.26
2022-12-31 $1.8M 12k 151.65
2022-09-30 $1.6M 12k 135.99
2022-06-30 $1.7M 12k 144.95
2022-03-31 $2.0M 12k 165.98
2021-12-31 $2.1M 13k 167.95
2021-09-30 $2.0M 13k 156.54
2021-06-30 $2.1M 13k 158.63
2021-03-31 $2.7M 18k 151.52
2020-12-31 $2.3M 17k 136.72
2020-09-30 $2.0M 17k 118.15
2020-06-30 $1.9M 17k 112.63
2020-03-31 $1.7M 18k 99.15
2019-12-31 $2.7M 20k 136.47
2019-09-30 $2.6M 20k 128.27
2019-06-30 $2.6M 20k 127.21
2019-03-31 $2.5M 20k 123.49
2018-12-31 $2.2M 20k 111.04
2018-09-30 $2.6M 20k 126.62
2018-06-30 $2.4M 20k 121.36
2018-03-31 $2.4M 20k 119.95
2017-12-31 $2.5M 20k 124.35
2017-09-30 $2.4M 20k 118.50
2017-06-30 $2.3M 20k 116.41
2017-03-31 $2.3M 20k 114.95
2016-12-31 $2.2M 20k 112.05
2016-09-30 $2.1M 20k 105.60
2016-06-30 $2.1M 20k 103.25
2016-03-31 $2.0M 20k 98.80
2015-12-31 $2.0M 20k 97.85
2015-09-30 $1.9M 20k 93.30
2015-06-30 $2.1M 20k 103.15
2015-03-31 $2.1M 20k 103.10
2014-12-31 $2.1M 20k 104.40
2014-09-30 $2.0M 20k 100.10
2014-06-30 $2.0M 20k 101.25
2014-03-31 $1.9M 20k 96.50
2013-12-31 $1.9M 21k 94.15
2013-09-30 $1.8M 20k 86.22
2013-06-30 $1.7M 20k 83.81
2013-03-31 $1.7M 20k 81.16
2012-12-31 $1.5M 20k 72.80

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Top funds holding iShares Russell 1000 Value Index

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View all funds holding iShares Russell 1000 Value Index