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iShares S&P 500 Growth Index shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors 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 Dumont & Blake Investment Advisors 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 Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 115k 92.54
2024-03-31 $4.8M 57k 84.44
2023-12-31 $4.3M 57k 75.10
2023-09-30 $3.9M 57k 68.42
2023-06-30 $4.0M 57k 70.47
2023-03-31 $3.6M 57k 63.88
2022-12-31 $3.3M 57k 58.50
2022-09-30 $3.3M 58k 57.85
2022-06-30 $3.5M 58k 60.35
2022-03-31 $4.5M 58k 76.37
2021-12-31 $6.1M 73k 83.67
2021-09-30 $5.3M 72k 73.92
2021-06-30 $5.2M 72k 72.73
2021-03-31 $4.6M 71k 65.11
2020-12-31 $4.4M 69k 63.81
2020-09-30 $3.9M 17k 231.08
2020-06-30 $3.4M 16k 207.47
2020-03-31 $2.6M 16k 165.05
2019-12-31 $3.1M 16k 193.65
2019-09-30 $2.9M 16k 180.01
2019-06-30 $3.3M 19k 179.22
2019-03-31 $3.1M 18k 172.37
2018-12-31 $2.8M 18k 150.67
2018-09-30 $3.5M 20k 177.16
2018-06-30 $3.1M 19k 162.63
2018-03-31 $2.8M 18k 155.06
2017-12-31 $2.7M 18k 152.75
2017-09-30 $2.5M 18k 143.42
2017-06-30 $2.4M 18k 136.83
2017-03-31 $2.3M 17k 131.54
2016-12-31 $2.1M 17k 121.79
2016-09-30 $2.1M 17k 121.67
2016-06-30 $2.0M 17k 115.90
2016-03-31 $2.0M 17k 115.90
2015-12-31 $2.0M 17k 115.77
2015-09-30 $1.8M 17k 107.78
2015-06-30 $1.9M 17k 113.85
2015-03-31 $1.8M 16k 113.96
2014-12-31 $1.7M 15k 111.63
2014-09-30 $1.6M 15k 106.79
2014-06-30 $1.5M 14k 105.21
2014-03-31 $1.4M 14k 99.85
2013-12-31 $1.3M 13k 98.78
2013-09-30 $1.3M 14k 89.37
2013-06-30 $1.2M 14k 83.99
2013-03-31 $1.1M 13k 82.38
2012-12-31 $979k 13k 75.77
2012-09-30 $991k 13k 77.82
2012-06-30 $922k 13k 73.50
2012-03-31 $809k 11k 75.40
2011-12-31 $605k 9.0k 67.41
2011-09-30 $506k 8.3k 61.22