iShares S&P 500 Growth Index shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $2.9M | 50k | 57.84 |
| 2022-06-30 | $3.0M | 50k | 60.36 |
| 2022-03-31 | $3.9M | 51k | 76.37 |
| 2021-12-31 | $4.3M | 52k | 83.67 |
| 2021-09-30 | $4.0M | 54k | 73.90 |
| 2021-06-30 | $4.0M | 55k | 72.73 |
| 2021-03-31 | $3.6M | 55k | 65.12 |
| 2020-12-31 | $3.5M | 55k | 63.83 |
| 2020-09-30 | $3.3M | 14k | 231.09 |
| 2020-06-30 | $3.2M | 16k | 207.46 |
| 2020-03-31 | $2.6M | 16k | 165.04 |
| 2019-12-31 | $3.1M | 16k | 193.63 |
| 2019-09-30 | $2.9M | 16k | 180.03 |
| 2019-06-30 | $2.7M | 15k | 179.21 |
| 2019-03-31 | $2.5M | 15k | 172.37 |
| 2018-12-31 | $2.2M | 15k | 150.70 |
| 2018-09-30 | $2.6M | 15k | 177.20 |
| 2018-06-30 | $2.4M | 15k | 162.59 |
| 2018-03-31 | $2.3M | 15k | 155.05 |
| 2017-12-31 | $2.3M | 15k | 152.78 |
| 2017-09-30 | $2.1M | 15k | 143.41 |
| 2017-06-30 | $2.1M | 16k | 136.85 |
| 2017-03-31 | $2.1M | 16k | 131.52 |
| 2016-12-31 | $1.9M | 16k | 121.76 |
| 2016-09-30 | $1.9M | 16k | 121.64 |
| 2016-06-30 | $1.8M | 15k | 116.61 |
| 2016-03-31 | $1.8M | 15k | 115.90 |
| 2015-12-31 | $1.8M | 15k | 115.77 |
| 2015-09-30 | $1.7M | 16k | 107.79 |
| 2015-06-30 | $1.8M | 15k | 113.89 |
| 2015-03-31 | $1.8M | 15k | 113.95 |
| 2014-12-31 | $1.7M | 15k | 111.62 |
| 2014-09-30 | $1.6M | 15k | 106.81 |
| 2014-06-30 | $1.7M | 16k | 105.20 |
| 2014-03-31 | $1.5M | 15k | 99.85 |
| 2013-12-31 | $1.3M | 14k | 98.77 |
| 2013-09-30 | $1.2M | 14k | 89.34 |
| 2013-06-30 | $1.0M | 12k | 84.01 |