iShares S&P 500 Growth Index shares owned by Evanson Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 21k | 120.72 |
| 2025-06-30 | $2.4M | 21k | 110.10 |
| 2025-03-31 | $2.0M | 22k | 92.83 |
| 2024-12-31 | $2.8M | 28k | 101.53 |
| 2024-09-30 | $2.7M | 28k | 95.75 |
| 2024-06-30 | $2.6M | 28k | 92.54 |
| 2024-03-31 | $2.4M | 28k | 84.44 |
| 2023-12-31 | $2.1M | 28k | 75.10 |
| 2023-09-30 | $1.9M | 28k | 68.42 |
| 2023-06-30 | $2.0M | 28k | 70.48 |
| 2023-03-31 | $1.9M | 30k | 63.89 |
| 2022-12-31 | $1.7M | 30k | 57.85 |
| 2022-09-30 | $1.7M | 30k | 57.87 |
| 2022-06-30 | $1.8M | 30k | 60.36 |
| 2022-03-31 | $2.3M | 30k | 76.39 |
| 2021-12-31 | $2.5M | 30k | 83.66 |
| 2021-09-30 | $2.3M | 31k | 72.80 |
| 2021-06-30 | $2.3M | 31k | 72.73 |
| 2021-03-31 | $2.0M | 31k | 65.11 |
| 2020-12-31 | $2.0M | 31k | 63.83 |
| 2020-09-30 | $1.5M | 6.3k | 231.15 |
| 2020-06-30 | $1.3M | 6.3k | 207.42 |
| 2020-03-31 | $1.0M | 6.3k | 165.05 |
| 2019-12-31 | $1.2M | 6.3k | 193.72 |
| 2019-09-30 | $1.1M | 6.3k | 179.98 |
| 2019-06-30 | $1.1M | 6.3k | 179.18 |
| 2019-03-31 | $1.1M | 6.3k | 172.38 |
| 2018-12-31 | $945k | 6.3k | 150.74 |
| 2018-09-30 | $1.1M | 6.3k | 177.15 |
| 2018-06-30 | $1.0M | 6.3k | 162.65 |
| 2018-03-31 | $706k | 4.6k | 155.13 |
| 2017-12-31 | $695k | 4.6k | 152.75 |
| 2017-09-30 | $652k | 4.5k | 143.39 |