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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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All positions including iShares S&P 500 Growth Index held by Carl P. Sherr & Co 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 Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
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