Osborne Partners Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Osborne Partners Capital Management's IVV Position: Q2 2026 in Review
Osborne Partners Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, buying an estimated $94.7K and bringing the position to 3,683 shares worth $2.76M. The position accounts for 0.15% of the portfolio, ranked #103.
Osborne Partners Capital Management first reported a position in IVV in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.89M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Osborne Partners Capital Management held 3,683 shares of iShares Core S&P 500 ETF worth $2.76M as of Q2 2026.
- Osborne Partners Capital Management bought 130 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $94.7K.
- iShares Core S&P 500 ETF made up 0.15% of Osborne Partners Capital Management's portfolio in Q2 2026, its #103 holding.
- Osborne Partners Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 19 quarters since.
- Osborne Partners Capital Management's iShares Core S&P 500 ETF position peaked at $2.89M in Q4 2025.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.