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iShares S&P 500 Growth Index shares owned by Aspiriant

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant 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 Aspiriant consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $607k 7.2k 84.44
2023-12-31 $569k 7.6k 75.10
2023-09-30 $518k 7.6k 68.42
2023-06-30 $467k 6.6k 70.48
2022-12-31 $222k 3.8k 58.50
2022-03-31 $277k 3.6k 76.52
2021-12-31 $303k 3.6k 83.70
2021-09-30 $267k 3.6k 73.76
2021-06-30 $263k 3.6k 72.65
2021-03-31 $245k 3.8k 65.16
2020-12-31 $461k 7.2k 63.85
2020-09-30 $417k 1.8k 231.02
2020-06-30 $375k 1.8k 207.76
2020-03-31 $298k 1.8k 165.10
2019-12-31 $350k 1.8k 193.91
2019-09-30 $230k 1.3k 180.39
2019-06-30 $229k 1.3k 179.61
2019-03-31 $202k 1.2k 172.65
2018-09-30 $234k 1.3k 177.14
2018-06-30 $215k 1.3k 162.76
2018-03-31 $205k 1.3k 155.19
2017-06-30 $222k 1.6k 137.04