Osborne Partners Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
1,754
-225
| -11% | -$76.4K | 0.03% | 162 |
|
|
2025
Q1 | $607K | Hold |
1,979
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $638K | Hold |
1,979
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $622K | Sell |
1,979
-25
| -1% | -$7.86K | 0.04% | 154 |
|
|
2024
Q2 | $596K | Sell |
2,004
-234
| -10% | -$69.6K | 0.04% | 151 |
|
|
2024
Q1 | $645K | Buy |
2,238
+15
| +0.7% | +$4.32K | 0.04% | 148 |
|
|
2023
Q4 | $583K | Sell |
2,223
-73
| -3% | -$19.1K | 0.04% | 152 |
|
|
2023
Q3 | $539K | Buy |
+2,296
| New | +$539K | 0.04% | 142 |
|