iShares S&P 500 Growth Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.9M | 94k | 84.44 |
| 2023-12-31 | $6.8M | 91k | 75.10 |
| 2023-09-30 | $6.1M | 89k | 68.42 |
| 2023-06-30 | $6.2M | 88k | 70.48 |
| 2023-03-31 | $5.5M | 86k | 63.89 |
| 2022-12-31 | $5.1M | 87k | 58.50 |
| 2022-09-30 | $5.1M | 87k | 57.85 |
| 2022-06-30 | $5.2M | 86k | 60.35 |
| 2022-03-31 | $6.9M | 90k | 76.38 |
| 2021-12-31 | $7.3M | 87k | 83.67 |
| 2021-09-30 | $6.4M | 86k | 73.91 |
| 2021-06-30 | $6.3M | 86k | 72.73 |
| 2021-03-31 | $83M | 5.4M | 15.36 |
| 2020-12-31 | $5.1M | 81k | 63.82 |
| 2020-09-30 | $4.5M | 20k | 231.08 |
| 2020-06-30 | $4.0M | 19k | 207.49 |
| 2020-03-31 | $3.2M | 19k | 165.05 |
| 2019-12-31 | $3.9M | 20k | 193.64 |