iShares S&P 500 Growth Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 52k | 95.75 |
| 2024-06-30 | $4.8M | 52k | 92.54 |
| 2024-03-31 | $4.4M | 52k | 84.44 |
| 2023-12-31 | $3.9M | 52k | 75.10 |
| 2023-09-30 | $3.9M | 56k | 68.42 |
| 2023-06-30 | $4.0M | 57k | 70.48 |
| 2023-03-31 | $3.6M | 57k | 63.89 |
| 2022-12-31 | $3.2M | 56k | 58.50 |
| 2022-09-30 | $4.7M | 56k | 83.66 |
| 2022-06-30 | $4.7M | 56k | 83.66 |
| 2022-03-31 | $4.7M | 56k | 83.66 |
| 2021-12-31 | $4.7M | 56k | 83.66 |
| 2021-09-30 | $4.4M | 57k | 78.00 |
| 2021-06-30 | $4.1M | 57k | 72.73 |
| 2021-03-31 | $3.7M | 57k | 65.11 |
| 2020-12-31 | $3.6M | 57k | 63.04 |
| 2020-09-30 | $3.2M | 14k | 231.11 |
| 2020-06-30 | $3.1M | 15k | 207.51 |
| 2020-03-31 | $2.4M | 15k | 165.07 |
| 2019-12-31 | $2.9M | 15k | 193.68 |
| 2019-09-30 | $2.7M | 15k | 180.05 |
| 2019-06-30 | $2.7M | 15k | 179.22 |
| 2019-03-31 | $2.6M | 15k | 172.36 |
| 2018-12-31 | $2.3M | 15k | 150.64 |
| 2018-09-30 | $2.7M | 15k | 177.19 |
| 2018-06-30 | $2.6M | 16k | 162.64 |
| 2018-03-31 | $2.4M | 16k | 155.06 |
| 2017-12-31 | $2.4M | 16k | 152.78 |
| 2017-09-30 | $2.3M | 16k | 143.41 |
| 2017-06-30 | $2.2M | 16k | 136.83 |
| 2017-03-31 | $2.0M | 15k | 131.49 |
| 2016-12-31 | $2.0M | 16k | 121.79 |
| 2016-09-30 | $1.9M | 15k | 121.68 |
| 2016-06-30 | $1.8M | 16k | 116.56 |
| 2016-03-31 | $1.7M | 15k | 115.89 |
| 2015-12-31 | $1.7M | 15k | 115.79 |
| 2015-09-30 | $1.6M | 15k | 107.81 |
| 2015-06-30 | $1.7M | 15k | 113.87 |
| 2015-03-31 | $1.7M | 15k | 113.97 |
| 2014-12-31 | $1.6M | 15k | 111.63 |