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iShares S&P 1500 Index Fund shares owned by Osborne Partners Capital Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Osborne Partners Capital Management from 13F filings

Historical chart of Osborne Partners Capital Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 S&P 1500 Index Fund by Osborne Partners Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 2.3k 115.30
2023-12-31 $535k 5.1k 105.23
2023-09-30 $213k 2.3k 94.19
2023-06-30 $221k 2.3k 97.84
2023-03-31 $205k 2.3k 90.55
2022-12-31 $211k 2.5k 84.80
2022-03-31 $228k 2.3k 100.97
2021-12-31 $242k 2.3k 107.17
2021-09-30 $222k 2.3k 98.32
2021-06-30 $223k 2.3k 98.76
2021-03-31 $207k 2.3k 91.67