iShares S&P 500 Growth Index shares owned by Barrett Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Barrett Asset Management
from 13F filings
Historical chart of Barrett Asset Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Barrett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $321k | 4.2k | 76.36 |
| 2021-12-31 | $244k | 2.9k | 83.73 |
| 2021-09-30 | $144k | 2.0k | 73.85 |
| 2021-06-30 | $142k | 2.0k | 72.82 |
| 2021-03-31 | $127k | 2.0k | 65.13 |
| 2020-12-31 | $116k | 500 | 232.00 |
| 2020-09-30 | $116k | 500 | 232.00 |
| 2020-06-30 | $104k | 500 | 208.00 |
| 2020-03-31 | $85k | 515 | 165.05 |
| 2019-12-31 | $95k | 530 | 179.25 |
| 2019-09-30 | $95k | 530 | 179.25 |
| 2019-06-30 | $95k | 530 | 179.25 |
| 2019-03-31 | $100k | 582 | 171.82 |
| 2018-12-31 | $88k | 582 | 151.20 |
| 2018-09-30 | $118k | 667 | 176.91 |
| 2018-06-30 | $118k | 727 | 162.31 |
| 2018-03-31 | $113k | 727 | 155.43 |
| 2017-12-31 | $111k | 727 | 152.68 |
| 2017-09-30 | $104k | 727 | 143.05 |
| 2017-06-30 | $99k | 727 | 136.18 |
| 2017-03-31 | $96k | 727 | 132.05 |
| 2016-12-31 | $95k | 777 | 122.27 |
| 2016-09-30 | $81k | 667 | 121.44 |
| 2016-06-30 | $78k | 667 | 116.94 |
| 2016-03-31 | $77k | 667 | 115.44 |
| 2015-12-31 | $77k | 667 | 115.44 |
| 2015-09-30 | $76k | 704 | 107.95 |
| 2015-06-30 | $80k | 704 | 113.64 |
| 2015-03-31 | $80k | 704 | 113.64 |
| 2014-12-31 | $79k | 704 | 112.22 |
| 2014-09-30 | $75k | 704 | 106.53 |
| 2014-06-30 | $77k | 729 | 105.62 |
| 2014-03-31 | $73k | 729 | 100.14 |
| 2013-12-31 | $9.0k | 87 | 103.45 |
| 2013-09-30 | $8.0k | 87 | 91.95 |
| 2013-06-30 | $7.0k | 87 | 80.46 |
| 2013-03-31 | $7.0k | 87 | 80.46 |
| 2012-12-31 | $7.0k | 87 | 80.46 |
| 2012-09-30 | $7.0k | 87 | 80.46 |
| 2012-06-30 | $6.0k | 87 | 68.97 |
| 2012-03-31 | $7.0k | 87 | 80.46 |
| 2011-12-31 | $6.0k | 87 | 68.97 |
| 2011-09-30 | $5.0k | 87 | 57.47 |
| 2011-06-30 | $6.0k | 87 | 68.97 |