Osterweis Capital Management
IVV icon

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

Osterweis 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
Q2 		– Hold
0
– – – 173
2026
Q1 		– Hold
0
– – – 178
2025
Q4 		– Hold
0
– – – 190
2025
Q3 		– Hold
0
– – – 188
2025
Q2 		– Hold
0
– – – 199
2025
Q1 		– Hold
0
– – – 151
2024
Q4 		– Hold
0
– – – 154
2024
Q3 		– Hold
0
– – – 158
2024
Q2 		– Hold
0
– – – 157
2024
Q1 		– Hold
0
– – – 157

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