iShares S&P 500 Index shares owned by Osborne Partners Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Osborne Partners Capital Management
from 13F filings
Historical chart of Osborne Partners Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Osborne Partners Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.9k | 669.37 |
| 2025-06-30 | $1.8M | 2.9k | 620.96 |
| 2025-03-31 | $1.6M | 2.9k | 561.95 |
| 2024-12-31 | $1.8M | 3.1k | 588.73 |
| 2024-09-30 | $1.9M | 3.2k | 576.87 |
| 2024-06-30 | $1.3M | 2.4k | 547.15 |
| 2024-03-31 | $741k | 1.4k | 525.79 |
| 2023-12-31 | $755k | 1.6k | 477.52 |
| 2023-09-30 | $288k | 670 | 429.56 |
| 2023-06-30 | $295k | 662 | 445.85 |
| 2023-03-31 | $261k | 634 | 410.89 |
| 2022-12-31 | $343k | 893 | 384.23 |
| 2022-03-31 | $284k | 626 | 453.67 |
| 2021-12-31 | $347k | 727 | 477.30 |
| 2021-09-30 | $459k | 1.1k | 430.58 |
| 2017-06-30 | $209k | 857 | 243.87 |
More positions owned by Osborne Partners Capital Management
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