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iShares S&P 500 Index shares owned by Osterweis Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Osterweis Capital Management from 13F filings

Historical chart of Osterweis Capital Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Osterweis 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 Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $83k 152 547.23
2024-03-31 $80k 152 525.73