iShares S&P 500 Growth Index shares owned by Barrett & Company
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Barrett & Company 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 Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $19M | 158k | 123.26 |
| 2025-09-30 | $19M | 155k | 120.72 |
| 2025-06-30 | $16M | 144k | 110.10 |
| 2025-03-31 | $12M | 127k | 92.83 |
| 2024-12-31 | $13M | 126k | 101.53 |
| 2024-09-30 | $12M | 122k | 95.75 |
| 2024-06-30 | $11M | 115k | 92.54 |
| 2024-03-31 | $9.6M | 113k | 84.44 |
| 2023-12-31 | $8.4M | 112k | 75.10 |
| 2023-09-30 | $7.2M | 106k | 68.42 |
| 2023-06-30 | $7.3M | 104k | 70.48 |
| 2023-03-31 | $6.9M | 108k | 63.89 |
| 2022-12-31 | $6.3M | 107k | 58.50 |
| 2022-09-30 | $6.3M | 107k | 58.50 |