iShares S&P 500 Growth Index shares owned by Chas. P. Smith & Associates, PA, CPA's
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Chas. P. Smith & Associates, PA, CPA's
from 13F filings
Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 3.1k | 120.73 |
| 2025-06-30 | $578k | 5.2k | 110.10 |
| 2025-03-31 | $611k | 6.6k | 92.83 |
| 2024-12-31 | $535k | 5.3k | 101.53 |
| 2024-09-30 | $549k | 5.7k | 95.75 |
| 2024-06-30 | $530k | 5.7k | 92.54 |
| 2024-03-31 | $514k | 6.1k | 84.44 |
| 2023-12-31 | $438k | 5.8k | 75.10 |
| 2023-09-30 | $399k | 5.8k | 68.43 |
| 2023-06-30 | $335k | 4.8k | 70.44 |
| 2023-03-31 | $295k | 4.6k | 63.85 |
| 2022-12-31 | $271k | 4.6k | 58.42 |
| 2022-09-30 | $271k | 4.7k | 57.92 |
| 2022-06-30 | $282k | 4.7k | 60.28 |
| 2022-03-31 | $357k | 4.7k | 76.31 |
| 2021-12-31 | $391k | 4.7k | 83.58 |
| 2021-09-30 | $346k | 4.7k | 73.96 |
| 2021-06-30 | $340k | 4.7k | 72.68 |
| 2021-03-31 | $288k | 4.4k | 65.14 |
| 2020-12-31 | $282k | 4.4k | 63.79 |
| 2020-09-30 | $255k | 1.1k | 230.77 |
| 2020-06-30 | $229k | 1.1k | 207.24 |
| 2019-12-31 | $234k | 1.2k | 194.03 |
| 2019-09-30 | $217k | 1.2k | 179.78 |
| 2019-06-30 | $216k | 1.2k | 178.96 |
| 2019-03-31 | $208k | 1.2k | 172.33 |
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