iShares S&P 500 Growth Index shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 78k | 84.44 |
| 2023-12-31 | $6.1M | 82k | 75.10 |
| 2023-09-30 | $5.7M | 83k | 68.42 |
| 2023-06-30 | $6.0M | 85k | 70.48 |
| 2023-03-31 | $5.6M | 87k | 63.89 |
| 2022-12-31 | $5.2M | 89k | 58.50 |
| 2022-09-30 | $4.4M | 77k | 57.86 |
| 2022-06-30 | $4.1M | 67k | 60.35 |
| 2022-03-31 | $4.4M | 58k | 76.37 |
| 2021-12-31 | $4.8M | 58k | 83.67 |
| 2021-09-30 | $4.3M | 59k | 73.92 |
| 2021-06-30 | $4.4M | 61k | 72.73 |
| 2021-03-31 | $4.0M | 62k | 65.11 |
| 2020-12-31 | $4.0M | 63k | 63.82 |
More positions owned by Charter Oak Capital Management
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