iShares S&P 500 Growth Index shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 9.3k | 120.72 |
| 2025-06-30 | $1.0M | 9.3k | 110.10 |
| 2025-03-31 | $901k | 9.7k | 92.83 |
| 2024-12-31 | $919k | 9.1k | 101.54 |
| 2024-09-30 | $846k | 8.8k | 95.76 |
| 2024-06-30 | $818k | 8.8k | 92.55 |
| 2024-03-31 | $746k | 8.8k | 84.44 |
| 2023-12-31 | $661k | 8.8k | 75.10 |
| 2023-09-30 | $604k | 8.8k | 68.65 |
| 2023-06-30 | $620k | 8.8k | 70.48 |
| 2023-03-31 | $562k | 8.8k | 63.89 |
| 2022-12-31 | $139k | 2.4k | 58.51 |
| 2022-09-30 | $204k | 3.5k | 57.73 |
| 2022-06-30 | $544k | 9.0k | 60.30 |
| 2022-03-31 | $775k | 10k | 76.38 |
| 2021-12-31 | $908k | 11k | 83.69 |
| 2021-09-30 | $814k | 11k | 73.95 |
| 2021-06-30 | $813k | 11k | 72.73 |
| 2021-03-31 | $728k | 11k | 65.12 |
| 2020-12-31 | $1.2M | 19k | 63.82 |
| 2020-09-30 | $1.9M | 8.4k | 231.12 |
| 2020-06-30 | $2.2M | 11k | 207.46 |
| 2020-03-31 | $2.8M | 17k | 165.03 |
| 2019-12-31 | $4.1M | 21k | 193.64 |
| 2019-09-30 | $6.0M | 33k | 180.02 |
| 2019-06-30 | $6.3M | 35k | 179.24 |
| 2019-03-31 | $6.1M | 35k | 172.36 |
| 2018-12-31 | $4.3M | 28k | 150.66 |
| 2018-09-30 | $8.8M | 50k | 177.16 |
| 2018-06-30 | $14M | 86k | 162.60 |
| 2018-03-31 | $5.4M | 35k | 155.08 |
More positions owned by A. Montag and Associates
Home Depot (HD)
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