iShares S&P 500 Growth Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.1M | 30k | 101.53 |
| 2024-09-30 | $2.6M | 26k | 98.00 |
| 2024-06-30 | $2.9M | 31k | 92.54 |
| 2024-03-31 | $2.3M | 27k | 84.44 |
| 2023-12-31 | $1.9M | 26k | 75.10 |
| 2023-09-30 | $1.9M | 29k | 68.42 |
| 2023-06-30 | $2.0M | 28k | 70.48 |
| 2023-03-31 | $1.9M | 29k | 63.89 |
| 2022-12-31 | $2.4M | 41k | 58.48 |
| 2022-09-30 | $2.3M | 40k | 57.86 |
| 2022-06-30 | $2.3M | 39k | 60.35 |
| 2022-03-31 | $3.3M | 40k | 83.66 |
| 2021-12-31 | $3.3M | 40k | 83.66 |
| 2021-09-30 | $2.9M | 40k | 73.91 |
| 2021-06-30 | $2.3M | 35k | 65.10 |
| 2021-03-31 | $2.3M | 35k | 65.10 |
| 2020-12-31 | $2.2M | 35k | 63.83 |
| 2020-09-30 | $1.3M | 5.6k | 230.99 |
| 2020-06-30 | $422k | 2.0k | 207.37 |
| 2020-03-31 | $376k | 2.3k | 165.13 |
| 2019-12-31 | $394k | 2.0k | 193.61 |
| 2019-09-30 | $366k | 2.0k | 179.94 |
| 2019-06-30 | $277k | 1.5k | 179.52 |
| 2019-03-31 | $266k | 1.5k | 172.39 |
| 2018-12-31 | $221k | 1.5k | 150.54 |
| 2018-03-31 | $560k | 3.6k | 155.00 |
| 2017-06-30 | $507k | 3.7k | 136.95 |
| 2017-03-31 | $367k | 2.8k | 131.68 |
| 2016-12-31 | $353k | 2.9k | 121.85 |
| 2016-09-30 | $327k | 2.7k | 121.52 |
| 2016-03-31 | $206k | 1.8k | 116.12 |
| 2015-12-31 | $205k | 1.8k | 115.56 |