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iShares S&P 500 Growth Index shares owned by Family Management Corporation

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Family Management Corporation 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $610k 5.1k 120.72
2025-06-30 $556k 5.1k 110.10
2025-03-31 $441k 4.8k 92.83
2024-12-31 $482k 4.8k 101.53

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