iShares S&P 500 Growth Index shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $518k | 5.4k | 95.75 |
| 2024-03-31 | $1.0M | 12k | 84.44 |
| 2023-12-31 | $931k | 12k | 75.10 |
| 2023-09-30 | $848k | 12k | 68.42 |
| 2023-06-30 | $948k | 14k | 70.48 |
| 2023-03-31 | $860k | 14k | 63.89 |
| 2022-12-31 | $787k | 14k | 58.50 |
| 2022-06-30 | $492k | 8.2k | 60.31 |
| 2022-03-31 | $623k | 8.2k | 76.37 |
| 2021-12-31 | $683k | 8.2k | 83.72 |
| 2021-09-30 | $667k | 9.0k | 73.91 |
| 2021-06-30 | $656k | 9.0k | 72.70 |
| 2021-03-31 | $588k | 9.0k | 65.16 |
| 2020-12-31 | $576k | 9.0k | 63.83 |