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iShares S&P MidCap 400 Index shares owned by Osborne Partners Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Osborne Partners Capital Management from 13F filings

Historical chart of Osborne Partners Capital Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 S&P MidCap 400 Index by Osborne Partners Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 5.9k 65.26
2025-06-30 $365k 5.9k 62.02
2025-03-31 $344k 5.9k 58.35
2024-12-31 $367k 5.9k 62.31
2024-09-30 $367k 5.9k 62.32
2014-09-30 $312k 2.3k 136.84

More positions owned by Osborne Partners Capital Management

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Jpn Etf New (EWJ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds Dax Germany Etf (DAX)

View all positions for Osborne Partners Capital Management

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index