iShares S&P 500 Growth Index shares owned by Aufman Associates
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Aufman Associates
from 13F filings
Historical chart of Aufman Associates 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 Aufman Associates 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 Aufman Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $211k | 2.2k | 95.75 |
2024-06-30 | $226k | 2.4k | 92.54 |
2024-03-31 | $207k | 2.4k | 84.44 |
2022-03-31 | $229k | 3.0k | 76.26 |
2021-12-31 | $251k | 3.0k | 83.58 |
2021-09-30 | $229k | 3.1k | 73.94 |
2021-06-30 | $225k | 3.1k | 72.65 |
2021-03-31 | $202k | 3.1k | 65.22 |
2020-12-31 | $204k | 3.2k | 63.67 |