iShares S&P 500 Growth Index shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 139k | 120.72 |
| 2025-06-30 | $15M | 140k | 110.10 |
| 2025-03-31 | $13M | 144k | 92.83 |
| 2024-12-31 | $15M | 145k | 101.53 |
| 2024-09-30 | $14M | 148k | 95.75 |
| 2024-06-30 | $14M | 148k | 92.54 |
| 2024-03-31 | $13M | 157k | 84.44 |
| 2023-12-31 | $12M | 158k | 75.10 |
| 2023-09-30 | $11M | 165k | 68.42 |
| 2023-06-30 | $12M | 166k | 70.48 |
| 2023-03-31 | $11M | 165k | 63.89 |
| 2022-12-31 | $9.3M | 160k | 58.50 |
| 2022-09-30 | $8.5M | 147k | 57.85 |
| 2022-06-30 | $9.1M | 150k | 60.35 |
| 2022-03-31 | $12M | 156k | 76.38 |
| 2021-12-31 | $13M | 160k | 83.67 |
| 2021-09-30 | $11M | 148k | 73.91 |
| 2021-06-30 | $11M | 150k | 72.73 |
| 2021-03-31 | $9.9M | 153k | 65.11 |
| 2020-12-31 | $9.1M | 143k | 63.82 |
| 2020-09-30 | $8.0M | 35k | 231.08 |
| 2020-06-30 | $6.7M | 32k | 207.48 |
| 2020-03-31 | $5.1M | 31k | 165.04 |
| 2019-12-31 | $5.9M | 30k | 193.63 |
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