iShares S&P 500 Growth Index shares owned by Gradient Investments
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 2.5k | 120.72 |
| 2025-06-30 | $213k | 1.9k | 110.10 |
| 2024-12-31 | $396k | 3.9k | 101.53 |
| 2024-09-30 | $364k | 3.8k | 95.75 |
| 2024-06-30 | $379k | 4.1k | 92.54 |
| 2024-03-31 | $323k | 3.8k | 84.44 |
| 2023-12-31 | $319k | 4.2k | 75.10 |
| 2023-09-30 | $287k | 4.2k | 68.42 |
| 2023-06-30 | $303k | 4.3k | 70.48 |
| 2023-03-31 | $265k | 4.1k | 63.89 |
| 2022-12-31 | $126k | 2.1k | 58.50 |
| 2022-09-30 | $145k | 2.5k | 57.82 |
| 2022-06-30 | $130k | 2.1k | 60.52 |
| 2022-03-31 | $137k | 1.8k | 76.58 |
| 2021-12-31 | $150k | 1.8k | 83.85 |
| 2021-09-30 | $127k | 1.7k | 74.01 |
| 2021-06-30 | $125k | 1.7k | 72.84 |
| 2021-03-31 | $112k | 1.7k | 65.27 |
| 2020-12-31 | $28k | 123 | 227.64 |
| 2020-09-30 | $28k | 123 | 227.64 |
| 2020-06-30 | $26k | 123 | 211.38 |
| 2020-03-31 | $20k | 123 | 162.60 |
| 2019-12-31 | $24k | 123 | 195.12 |
| 2019-09-30 | $40k | 221 | 181.00 |
| 2019-06-30 | $3.0k | 19 | 157.89 |
| 2019-03-31 | $3.0k | 19 | 157.89 |
| 2018-12-31 | $3.0k | 19 | 157.89 |
| 2018-09-30 | $3.0k | 19 | 157.89 |
| 2018-06-30 | $19k | 114 | 166.67 |
| 2018-03-31 | $3.0k | 19 | 157.89 |
| 2017-12-31 | $3.0k | 19 | 157.89 |
| 2017-06-30 | $3.0k | 19 | 157.89 |
| 2017-03-31 | $2.0k | 19 | 105.26 |
| 2016-12-31 | $2.0k | 19 | 105.26 |
| 2016-09-30 | $2.0k | 19 | 105.26 |
| 2016-06-30 | $2.0k | 19 | 105.26 |
| 2015-12-31 | $81k | 698 | 116.05 |
| 2015-09-30 | $6.0k | 56 | 107.14 |
| 2014-03-31 | $13k | 130 | 100.00 |
| 2013-12-31 | $52k | 525 | 99.05 |
| 2013-09-30 | $47k | 525 | 89.52 |
| 2013-06-30 | $90k | 1.1k | 83.64 |