iShares S&P 500 Growth Index shares owned by HMS Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by HMS Capital Management
from 13F filings
Historical chart of HMS Capital Management 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 HMS Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by HMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $880k | 7.3k | 120.72 |
| 2025-06-30 | $794k | 7.2k | 110.10 |
| 2024-12-31 | $773k | 7.6k | 101.53 |
| 2024-09-30 | $729k | 7.6k | 95.75 |
| 2024-06-30 | $704k | 7.6k | 92.54 |
| 2024-03-31 | $643k | 7.6k | 84.44 |
| 2023-12-31 | $572k | 7.6k | 75.10 |
| 2023-09-30 | $521k | 7.6k | 68.42 |
| 2023-06-30 | $576k | 8.2k | 70.48 |
| 2023-03-31 | $522k | 8.2k | 63.89 |
| 2022-12-31 | $478k | 8.2k | 58.50 |
| 2022-09-30 | $473k | 8.2k | 57.89 |
| 2022-06-30 | $493k | 8.2k | 60.34 |
| 2022-03-31 | $624k | 8.2k | 76.38 |
| 2021-12-31 | $721k | 8.6k | 83.68 |
| 2021-09-30 | $637k | 8.6k | 73.93 |
| 2021-06-30 | $723k | 9.9k | 72.69 |
| 2021-03-31 | $619k | 9.5k | 65.16 |
| 2020-12-31 | $1.0M | 16k | 63.80 |
| 2020-09-30 | $913k | 4.0k | 231.14 |
| 2020-06-30 | $820k | 4.0k | 207.59 |
| 2020-03-31 | $652k | 4.0k | 165.06 |
| 2019-12-31 | $765k | 4.0k | 193.67 |
| 2019-09-30 | $711k | 4.0k | 180.00 |
| 2019-06-30 | $708k | 4.0k | 179.24 |
| 2019-03-31 | $681k | 4.0k | 172.41 |
| 2018-12-31 | $602k | 4.0k | 150.61 |
| 2018-09-30 | $700k | 4.0k | 177.22 |
| 2018-06-30 | $642k | 4.0k | 162.53 |
| 2018-03-31 | $613k | 4.0k | 155.19 |