iShares S&P 500 Growth Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.6M | 18k | 92.54 |
| 2024-03-31 | $1.6M | 18k | 84.44 |
| 2023-12-31 | $1.0M | 14k | 75.10 |
| 2023-09-30 | $764k | 11k | 68.42 |
| 2023-06-30 | $797k | 11k | 70.48 |
| 2023-03-31 | $676k | 11k | 63.89 |
| 2022-12-31 | $618k | 11k | 58.50 |
| 2022-09-30 | $617k | 11k | 57.89 |
| 2022-06-30 | $575k | 9.5k | 60.31 |
| 2022-03-31 | $685k | 9.5k | 71.89 |
| 2021-12-31 | $802k | 9.6k | 83.68 |
| 2021-09-30 | $708k | 9.6k | 73.93 |
| 2021-06-30 | $678k | 9.3k | 72.72 |
| 2021-03-31 | $607k | 9.3k | 65.16 |
| 2020-12-31 | $594k | 9.3k | 63.77 |
| 2020-09-30 | $538k | 2.3k | 231.20 |
| 2020-06-30 | $421k | 2.0k | 207.39 |
| 2020-03-31 | $335k | 2.0k | 165.19 |
| 2019-12-31 | $504k | 2.6k | 193.62 |
| 2019-09-30 | $468k | 2.6k | 180.07 |
| 2016-12-31 | $52k | 430 | 120.93 |
| 2016-09-30 | $52k | 430 | 120.93 |
| 2016-06-30 | $50k | 430 | 116.28 |
| 2016-03-31 | $50k | 430 | 116.28 |
| 2015-03-31 | $42k | 368 | 114.13 |
| 2014-12-31 | $41k | 368 | 111.41 |
| 2014-09-30 | $39k | 368 | 105.98 |
| 2012-12-31 | $12k | 158 | 75.95 |