iShares S&P 500 Growth Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Disciplined Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $590k | 7.0k | 84.44 |
| 2023-12-31 | $483k | 6.4k | 75.10 |
| 2023-09-30 | $440k | 6.4k | 68.42 |
| 2023-06-30 | $577k | 8.2k | 70.48 |
| 2023-03-31 | $701k | 11k | 63.89 |
| 2022-12-31 | $805k | 14k | 58.50 |
| 2022-09-30 | $821k | 14k | 57.85 |
| 2022-06-30 | $855k | 14k | 60.35 |
| 2022-03-31 | $1.1M | 14k | 76.42 |
| 2021-12-31 | $1.1M | 13k | 83.64 |
| 2021-09-30 | $927k | 13k | 73.94 |
| 2021-06-30 | $943k | 13k | 72.72 |
| 2021-03-31 | $732k | 11k | 65.12 |
| 2020-12-31 | $736k | 12k | 63.84 |
| 2020-09-30 | $666k | 2.9k | 231.09 |
| 2020-06-30 | $644k | 3.1k | 207.41 |
| 2020-03-31 | $520k | 3.2k | 165.03 |
| 2019-12-31 | $525k | 2.7k | 193.80 |