Osborne Partners Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.92M | Sell |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $741K | Sell |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $459K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $209K | Buy |
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