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
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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 |
|---|---|---|---|
| 2025-09-30 | $67k | 100 | 669.30 |
| 2025-06-30 | $62k | 100 | 620.90 |
| 2025-03-31 | $56k | 100 | 561.90 |
| 2024-12-31 | $90k | 152 | 588.68 |
| 2024-09-30 | $88k | 152 | 576.82 |
| 2024-06-30 | $83k | 152 | 547.23 |
| 2024-03-31 | $80k | 152 | 525.73 |
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