ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,910 Value ($000) $1,455 Avg Close Range
Q3 2025
Shares 6,874 Value ($000) $1,663 Avg Close Range
Q2 2025
Shares 7,436 Value ($000) $1,605 Avg Close Range
Q1 2025
Shares 7,515 Value ($000) $1,499 Avg Close Range
Q4 2024
Shares 7,790 Value ($000) $1,721 Avg Close Range
Q3 2024
Shares 7,446 Value ($000) $1,645 Avg Close Range
Q2 2024
Shares 7,436 Value ($000) $1,509 Avg Close Range
Q1 2024
Shares 7,391 Value ($000) $1,554 Avg Close Range
Q4 2023
Shares 6,562 Value ($000) $1,317 Avg Close Range
Q3 2023
Shares 6,377 Value ($000) $1,127 Avg Close Range
Q2 2023
Shares 6,898 Value ($000) $1,292 Avg Close Range
Q1 2023
Shares 8,329 Value ($000) $1,486 Avg Close Range
Q4 2022
Shares 7,939 Value ($000) $1,384 Avg Close Range
Q3 2022
Shares 9,469 Value ($000) $1,562 Avg Close Range
Q2 2022
Shares 9,315 Value ($000) $1,578 Avg Close Range
Q1 2022
Shares 17,224 Value ($000) $3,536 Avg Close Range
Q4 2021
Shares 14,411 Value ($000) $3,206 Avg Close Range
Q3 2021
Shares 10,223 Value ($000) $2,236 Avg Close Range
Q2 2021
Shares 9,240 Value ($000) $2,119 Avg Close Range
Q1 2021
Shares 6,726 Value ($000) $1,486 Avg Close Range
Q4 2020
Shares 7,157 Value ($000) $1,403 Avg Close Range
Q3 2020
Shares 6,528 Value ($000) $978 Avg Close Range
Q2 2020
Shares 5,800 Value ($000) $830 Avg Close Range
Q1 2020
Shares 5,300 Value ($000) $607 Avg Close Range
Q4 2019
Shares 4,190 Value ($000) $694 Avg Close Range
Q3 2019
Shares 1,400 Value ($000) $212 Avg Close Range
Q1 2018
Shares 1,330 Value ($000) $202 Avg Close Range
Q4 2017
Shares 1,500 Value ($000) $229 Avg Close Range
Q3 2017
Shares 1,568 Value ($000) $232 Avg Close Range
Q2 2017
Shares 1,522 Value ($000) $214 Avg Close Range