iShares S&P 500 Growth Index shares owned by Epstein & White Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Epstein & White Financial 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 Epstein & White Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $982k | 14k | 72.65 |
| 2021-03-31 | $897k | 14k | 65.46 |
| 2020-12-31 | $929k | 14k | 64.51 |
| 2020-09-30 | $896k | 3.9k | 231.29 |
| 2020-06-30 | $953k | 4.6k | 206.19 |
| 2020-03-31 | $1.1M | 6.6k | 165.91 |
| 2019-12-31 | $2.9M | 15k | 193.69 |
| 2019-09-30 | $11M | 61k | 180.70 |
| 2019-06-30 | $11M | 60k | 178.05 |
| 2019-03-31 | $11M | 64k | 172.90 |
| 2018-12-31 | $13M | 83k | 150.89 |
| 2018-09-30 | $21M | 117k | 177.13 |
| 2018-06-30 | $29M | 176k | 162.55 |