ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q2 2025
Shares 1,130 Value ($000) $272 Avg Close Range
Q1 2025
Shares 1,130 Value ($000) $228 Avg Close Range
Q4 2024
Shares 1,635 Value ($000) $338 Avg Close Range
Q3 2024
Shares 1,635 Value ($000) $332 Avg Close Range
Q2 2024
Shares 1,635 Value ($000) $319 Avg Close Range
Q1 2024
Shares 1,850 Value ($000) $347 Avg Close Range
Q4 2023
Shares 1,850 Value ($000) $290 Avg Close Range
Q3 2023
Shares 1,854 Value ($000) $259 Avg Close Range
Q2 2023
Shares 1,850 Value ($000) $267 Avg Close Range
Q1 2023
Shares 1,850 Value ($000) $257 Avg Close Range
Q4 2022
Shares 1,850 Value ($000) $270 Avg Close Range
Q3 2022
Shares 1,850 Value ($000) $243 Avg Close Range
Q2 2022
Shares 1,850 Value ($000) $252 Avg Close Range
Q1 2022
Shares 2,100 Value ($000) $353 Avg Close Range
Q4 2021
Shares 2,470 Value ($000) $449 Avg Close Range
Q3 2021
Shares 2,570 Value ($000) $451 Avg Close Range
Q2 2021
Shares 2,725 Value ($000) $473 Avg Close Range
Q1 2021
Shares 2,725 Value ($000) $438 Avg Close Range
Q4 2020
Shares 2,725 Value ($000) $440 Avg Close Range
Q3 2020
Shares 4,280 Value ($000) $631 Avg Close Range
Q2 2020
Shares 4,460 Value ($000) $584 Avg Close Range
Q1 2020
Shares 5,032 Value ($000) $536 Avg Close Range
Q4 2019
Shares 5,032 Value ($000) $632 Avg Close Range
Q3 2019
Shares 5,287 Value ($000) $630 Avg Close Range
Q2 2019
Shares 5,945 Value ($000) $705 Avg Close Range
Q1 2019
Shares 4,955 Value ($000) $556 Avg Close Range
Q4 2018
Shares 4,515 Value ($000) $453 Avg Close Range
Q3 2018
Shares 4,535 Value ($000) $540 Avg Close Range
Q2 2018
Shares 4,446 Value ($000) $488 Avg Close Range
Q1 2018
Shares 4,046 Value ($000) $429 Avg Close Range
Q4 2017
Shares 2,876 Value ($000) $297 Avg Close Range
Q3 2017
Shares 3,651 Value ($000) $349 Avg Close Range