iShares S&P 500 Growth Index shares owned by Bartlett & Co.
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.9M | 39k | 75.36 |
2023-09-30 | $2.6M | 38k | 68.64 |
2023-06-30 | $2.7M | 38k | 70.47 |
2023-03-31 | $2.6M | 40k | 63.89 |
2022-12-31 | $3.1M | 52k | 58.49 |
2022-09-30 | $1.2M | 20k | 57.86 |
2022-06-30 | $1.2M | 20k | 60.37 |
2022-03-31 | $744k | 9.7k | 76.38 |
2021-12-31 | $708k | 8.5k | 83.66 |
2021-09-30 | $647k | 8.8k | 73.88 |
2021-06-30 | $772k | 11k | 72.71 |
2021-03-31 | $648k | 9.9k | 65.14 |
2020-12-31 | $609k | 9.5k | 63.78 |
2020-09-30 | $555k | 2.4k | 231.06 |
2020-06-30 | $469k | 2.3k | 207.34 |
2020-03-31 | $284k | 1.7k | 164.92 |
2019-09-30 | $325k | 1.8k | 180.26 |
2019-06-30 | $350k | 2.0k | 179.21 |
2019-03-31 | $350k | 2.0k | 172.58 |
2018-12-31 | $353k | 2.3k | 150.66 |
2018-09-30 | $630k | 3.6k | 177.07 |
2018-06-30 | $605k | 3.7k | 162.50 |
2018-03-31 | $600k | 3.9k | 155.16 |
2017-12-31 | $1.7M | 11k | 152.74 |
2017-09-30 | $1.5M | 10k | 143.38 |
2017-06-30 | $1.3M | 9.7k | 136.81 |
2017-03-31 | $1.9M | 14k | 131.52 |
2016-12-31 | $1.4M | 11k | 121.76 |
2016-09-30 | $1.1M | 9.3k | 121.68 |
2016-06-30 | $1.0M | 8.6k | 116.53 |
2016-03-31 | $239k | 2.1k | 115.85 |
2015-12-31 | $149k | 1.3k | 115.68 |
2015-09-30 | $100k | 929 | 107.64 |
2015-06-30 | $8.0k | 66 | 121.21 |