IVW shares owned by Investment Partners - Historical positions on stockzoa.com
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iShares S&P 500 Growth Index shares owned by Investment Partners

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

Historical chart of Investment Partners investment in iShares S&P 500 Growth Index

201520162017201820192020202120222023202402M4M20k40k60k
Value ($)Share countHistorical IVW position of Investment Partners Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Growth Index held by Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 55k 95.75
2024-03-31 $4.6M 55k 84.44
2023-12-31 $4.1M 55k 75.10
2023-09-30 $3.8M 55k 68.42
2023-06-30 $3.9M 55k 70.48
2023-03-31 $3.5M 55k 63.89
2022-12-31 $3.2M 55k 58.50
2022-09-30 $4.1M 71k 57.85
2022-06-30 $3.3M 55k 60.35
2022-03-31 $4.1M 54k 76.38
2021-12-31 $4.5M 54k 83.66
2021-09-30 $4.0M 54k 73.90
2021-06-30 $3.9M 54k 72.72
2021-03-31 $3.6M 55k 65.11
2020-12-31 $2.8M 44k 63.81
2020-09-30 $2.6M 11k 231.07
2020-06-30 $2.3M 11k 207.48
2020-03-31 $1.8M 11k 165.09
2019-12-31 $2.0M 10k 193.61
2019-09-30 $1.9M 10k 179.99
2019-06-30 $1.9M 10k 179.23
2019-03-31 $1.8M 10k 172.37
2018-12-31 $1.5M 10k 150.68
2018-09-30 $177k 11k 16.79
2018-06-30 $1.7M 11k 162.63
2018-03-31 $1.7M 11k 155.03
2017-12-31 $1.7M 11k 152.80
2017-09-30 $1.6M 11k 143.41
2017-06-30 $1.5M 11k 136.81
2017-03-31 $1.5M 11k 131.55
2016-12-31 $1.4M 12k 121.79
2016-09-30 $1.6M 13k 121.67
2016-06-30 $1.4M 12k 116.62
2016-03-31 $1.2M 11k 115.76
2015-12-31 $1.1M 9.4k 115.62
2015-09-30 $1.0M 9.6k 107.96
2015-06-30 $1.2M 11k 114.13
2015-03-31 $1.2M 11k 114.06
2014-12-31 $1.2M 11k 111.56