iShares S&P 500 Growth Index shares owned by Altfest L J & Co
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 5.6k | 120.72 |
| 2025-06-30 | $613k | 5.6k | 110.10 |
| 2025-03-31 | $517k | 5.6k | 92.83 |
| 2024-12-31 | $565k | 5.6k | 101.53 |
| 2024-09-30 | $533k | 5.6k | 95.76 |
| 2024-06-30 | $515k | 5.6k | 92.53 |
| 2024-03-31 | $470k | 5.6k | 84.44 |
| 2023-12-31 | $418k | 5.6k | 75.10 |
| 2023-09-30 | $381k | 5.6k | 68.45 |
| 2023-06-30 | $392k | 5.6k | 70.43 |
| 2023-03-31 | $383k | 6.0k | 63.83 |
| 2022-12-31 | $351k | 6.0k | 58.50 |
| 2022-09-30 | $347k | 6.0k | 57.83 |
| 2022-06-30 | $362k | 6.0k | 60.33 |
| 2022-03-31 | $458k | 6.0k | 76.33 |
| 2021-12-31 | $502k | 6.0k | 83.67 |
| 2021-09-30 | $443k | 6.0k | 73.83 |
| 2021-06-30 | $436k | 6.0k | 72.67 |
| 2021-03-31 | $391k | 6.0k | 65.17 |
| 2020-12-31 | $383k | 6.0k | 63.83 |
| 2020-09-30 | $347k | 1.5k | 231.33 |
| 2020-06-30 | $311k | 1.5k | 207.33 |
| 2020-03-31 | $248k | 1.5k | 165.33 |
| 2019-12-31 | $290k | 1.5k | 193.33 |
| 2019-09-30 | $270k | 1.5k | 180.00 |
| 2019-06-30 | $269k | 1.5k | 179.33 |
| 2019-03-31 | $226k | 6.8k | 33.43 |
| 2018-12-31 | $226k | 1.5k | 150.67 |
| 2018-09-30 | $266k | 1.5k | 177.33 |
| 2018-06-30 | $244k | 1.5k | 162.67 |
| 2018-03-31 | $233k | 1.5k | 155.33 |
| 2017-12-31 | $229k | 1.5k | 152.67 |