iShares S&P 500 Growth Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 24k | 95.74 |
| 2024-06-30 | $2.2M | 24k | 92.55 |
| 2024-03-31 | $1.9M | 23k | 84.44 |
| 2023-12-31 | $1.7M | 23k | 75.10 |
| 2023-09-30 | $1.6M | 23k | 68.42 |
| 2023-06-30 | $1.7M | 24k | 70.50 |
| 2023-03-31 | $1.6M | 25k | 63.91 |
| 2022-12-31 | $1.4M | 24k | 58.49 |
| 2022-09-30 | $1.4M | 24k | 57.86 |
| 2022-06-30 | $1.5M | 24k | 60.35 |
| 2022-03-31 | $1.9M | 24k | 76.38 |
| 2021-12-31 | $2.0M | 24k | 83.67 |
| 2021-09-30 | $1.8M | 25k | 73.89 |
| 2021-06-30 | $1.9M | 26k | 72.73 |
| 2021-03-31 | $1.7M | 26k | 65.12 |
| 2020-12-31 | $1.8M | 28k | 63.80 |
| 2020-09-30 | $1.6M | 7.0k | 231.14 |
| 2020-06-30 | $1.5M | 7.1k | 207.46 |
| 2020-03-31 | $1.2M | 7.1k | 165.02 |
| 2019-12-31 | $1.4M | 7.1k | 193.55 |
| 2019-09-30 | $1.9M | 11k | 179.98 |
| 2019-06-30 | $2.0M | 11k | 179.29 |
| 2019-03-31 | $2.0M | 12k | 172.28 |
| 2018-12-31 | $1.7M | 11k | 150.59 |
| 2018-09-30 | $2.0M | 11k | 177.16 |
| 2018-06-30 | $2.1M | 13k | 162.56 |
| 2018-03-31 | $1.9M | 12k | 155.03 |
| 2017-12-31 | $1.9M | 13k | 152.74 |
| 2017-09-30 | $1.8M | 13k | 143.38 |
| 2017-06-30 | $1.8M | 13k | 136.84 |
| 2017-03-31 | $1.8M | 14k | 131.66 |
| 2016-12-31 | $1.9M | 16k | 121.78 |
| 2016-09-30 | $1.9M | 16k | 121.62 |
| 2016-06-30 | $2.2M | 19k | 116.53 |
| 2016-03-31 | $2.4M | 21k | 115.87 |
| 2015-12-31 | $2.6M | 22k | 115.76 |
| 2015-09-30 | $2.4M | 22k | 107.78 |
| 2015-06-30 | $2.6M | 23k | 113.84 |
| 2015-03-31 | $2.6M | 23k | 113.93 |
| 2014-12-31 | $55k | 466 | 116.85 |
| 2014-09-30 | $3.9M | 36k | 107.30 |
| 2014-06-30 | $10k | 97 | 103.09 |
| 2014-03-31 | $9.0k | 97 | 92.78 |
| 2013-12-31 | $9.0k | 97 | 92.78 |
| 2013-09-30 | $8.0k | 96 | 83.33 |
| 2013-06-30 | $8.0k | 95 | 84.21 |