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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $329k | 2.3k | 145.65 |
| 2025-06-30 | $305k | 2.3k | 135.04 |
| 2025-03-31 | $276k | 2.3k | 122.01 |
| 2024-12-31 | $290k | 2.3k | 128.62 |
| 2024-09-30 | $284k | 2.3k | 125.62 |
| 2024-06-30 | $268k | 2.3k | 118.78 |
| 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 |
More positions owned by Osborne Partners Capital Management
View all positions for Osborne Partners Capital Management