iShares S&P 500 Growth Index shares owned by Bailard
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Bailard
from 13F filings
Historical chart of Bailard investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Bailard 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 Bailard
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 26k | 95.75 |
| 2024-06-30 | $2.4M | 26k | 92.54 |
| 2024-03-31 | $2.3M | 27k | 84.44 |
| 2023-12-31 | $2.1M | 28k | 75.10 |
| 2023-09-30 | $2.0M | 29k | 68.42 |
| 2023-06-30 | $2.2M | 32k | 70.48 |
| 2023-03-31 | $2.1M | 33k | 63.89 |
| 2022-12-31 | $5.3M | 91k | 58.50 |
| 2022-09-30 | $4.8M | 83k | 57.86 |
| 2022-06-30 | $4.8M | 79k | 60.35 |
| 2022-03-31 | $5.7M | 75k | 76.38 |
| 2021-12-31 | $5.6M | 67k | 83.67 |
| 2021-09-30 | $5.2M | 70k | 73.92 |
| 2021-06-30 | $4.7M | 65k | 72.73 |
| 2021-03-31 | $4.1M | 64k | 65.10 |
| 2020-12-31 | $4.0M | 63k | 63.82 |
| 2020-09-30 | $3.6M | 16k | 231.06 |
| 2020-06-30 | $3.5M | 17k | 207.49 |
| 2020-03-31 | $2.8M | 17k | 165.07 |
| 2019-12-31 | $3.4M | 18k | 193.63 |
| 2019-09-30 | $3.2M | 18k | 180.04 |
| 2019-06-30 | $3.2M | 18k | 179.22 |
| 2019-03-31 | $3.1M | 18k | 172.36 |
| 2018-12-31 | $2.8M | 19k | 150.69 |
| 2018-09-30 | $3.6M | 20k | 177.17 |
| 2018-06-30 | $3.4M | 21k | 162.63 |
| 2018-03-31 | $3.4M | 22k | 155.06 |
| 2017-12-31 | $3.8M | 25k | 152.76 |
| 2017-09-30 | $3.8M | 27k | 143.41 |
| 2017-06-30 | $3.7M | 27k | 136.86 |
| 2017-03-31 | $3.8M | 29k | 131.52 |
| 2016-12-31 | $3.7M | 30k | 121.80 |
| 2016-09-30 | $3.3M | 27k | 121.67 |
| 2016-06-30 | $2.4M | 21k | 116.59 |