iShares S&P 500 Growth Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Rockbridge Investment Management, LCC
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $211k | 2.8k | 75.10 |
2021-12-31 | $214k | 2.6k | 83.59 |
2021-09-30 | $189k | 2.6k | 73.83 |
2021-06-30 | $186k | 2.6k | 72.66 |
2021-03-31 | $167k | 2.6k | 65.23 |
2020-12-31 | $163k | 2.6k | 63.67 |
2020-09-30 | $74k | 320 | 231.25 |
2020-06-30 | $66k | 320 | 206.25 |
More positions owned by Rockbridge Investment Management, LCC
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