iShares S&P 500 Growth Index shares owned by Grimes & Company
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 3.2k | 120.71 |
| 2025-06-30 | $351k | 3.2k | 110.10 |
| 2025-03-31 | $270k | 2.9k | 92.81 |
| 2024-12-31 | $297k | 2.9k | 101.51 |
| 2024-09-30 | $280k | 2.9k | 95.74 |
| 2024-06-30 | $268k | 2.9k | 92.54 |
| 2024-03-31 | $280k | 3.3k | 84.43 |
| 2023-12-31 | $217k | 2.9k | 75.11 |
| 2023-06-30 | $240k | 3.4k | 70.48 |
| 2023-03-31 | $217k | 3.4k | 63.88 |
| 2022-06-30 | $204k | 3.4k | 60.21 |
| 2022-03-31 | $260k | 3.4k | 76.34 |
| 2021-12-31 | $241k | 2.9k | 83.83 |
| 2019-03-31 | $299k | 1.7k | 172.14 |
| 2018-09-30 | $212k | 1.2k | 177.41 |
| 2018-03-31 | $206k | 1.3k | 155.12 |