Osbon Capital Management
IVV icon

Osbon Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Osbon Capital Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.8K Hold
22
– – 0.01% 275
2026
Q2 		$16.5K Hold
22
– – 0.01% 216
2026
Q1 		$14.4K Hold
22
– – 0.01% 257
2025
Q4 		$15.1K Buy
+22
New +$14.9K 0.01% 200

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osbon Capital Management's IVV Position: Q3 2026 in Review

Osbon Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 22 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #275.

Osbon Capital Management first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Osbon Capital Management held 22 shares of iShares Core S&P 500 ETF worth $16.8K as of Q3 2026.
  • Osbon Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Osbon Capital Management's portfolio in Q3 2026, its #275 holding.
  • Osbon Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Osbon Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.