iShares S&P 500 Growth Index shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 57k | 84.44 |
| 2023-12-31 | $4.3M | 57k | 75.10 |
| 2023-09-30 | $3.9M | 57k | 68.42 |
| 2023-06-30 | $4.0M | 57k | 70.47 |
| 2023-03-31 | $3.6M | 57k | 63.88 |
| 2022-12-31 | $3.3M | 57k | 58.50 |
| 2022-09-30 | $3.3M | 58k | 57.85 |
| 2022-06-30 | $3.5M | 58k | 60.35 |
| 2022-03-31 | $4.5M | 58k | 76.37 |
| 2021-12-31 | $6.1M | 73k | 83.67 |
| 2021-09-30 | $5.3M | 72k | 73.92 |
| 2021-06-30 | $5.2M | 72k | 72.73 |
| 2021-03-31 | $4.6M | 71k | 65.11 |
| 2020-12-31 | $4.4M | 69k | 63.81 |
| 2020-09-30 | $3.9M | 17k | 231.08 |
| 2020-06-30 | $3.4M | 16k | 207.47 |
| 2020-03-31 | $2.6M | 16k | 165.05 |
| 2019-12-31 | $3.1M | 16k | 193.65 |
| 2019-09-30 | $2.9M | 16k | 180.01 |
| 2019-06-30 | $3.3M | 19k | 179.22 |
| 2019-03-31 | $3.1M | 18k | 172.37 |
| 2018-12-31 | $2.8M | 18k | 150.67 |
| 2018-09-30 | $3.5M | 20k | 177.16 |
| 2018-06-30 | $3.1M | 19k | 162.63 |
| 2018-03-31 | $2.8M | 18k | 155.06 |
| 2017-12-31 | $2.7M | 18k | 152.75 |
| 2017-09-30 | $2.5M | 18k | 143.42 |
| 2017-06-30 | $2.4M | 18k | 136.83 |
| 2017-03-31 | $2.3M | 17k | 131.54 |
| 2016-12-31 | $2.1M | 17k | 121.79 |
| 2016-09-30 | $2.1M | 17k | 121.67 |
| 2016-06-30 | $2.0M | 17k | 115.90 |
| 2016-03-31 | $2.0M | 17k | 115.90 |
| 2015-12-31 | $2.0M | 17k | 115.77 |
| 2015-09-30 | $1.8M | 17k | 107.78 |
| 2015-06-30 | $1.9M | 17k | 113.85 |
| 2015-03-31 | $1.8M | 16k | 113.96 |
| 2014-12-31 | $1.7M | 15k | 111.63 |
| 2014-09-30 | $1.6M | 15k | 106.79 |
| 2014-06-30 | $1.5M | 14k | 105.21 |
| 2014-03-31 | $1.4M | 14k | 99.85 |
| 2013-12-31 | $1.3M | 13k | 98.78 |
| 2013-09-30 | $1.3M | 14k | 89.37 |
| 2013-06-30 | $1.2M | 14k | 83.99 |
| 2013-03-31 | $1.1M | 13k | 82.38 |
| 2012-12-31 | $979k | 13k | 75.77 |
| 2012-09-30 | $991k | 13k | 77.82 |
| 2012-06-30 | $922k | 13k | 73.50 |
| 2012-03-31 | $809k | 11k | 75.40 |
| 2011-12-31 | $605k | 9.0k | 67.41 |
| 2011-09-30 | $506k | 8.3k | 61.22 |
More positions owned by Dumont & Blake Investment Advisors
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