iShares S&P 500 Growth Index shares owned by JSF Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 2.2k | 120.72 |
| 2025-06-30 | $241k | 2.2k | 110.10 |
| 2025-03-31 | $203k | 2.2k | 92.83 |
| 2024-12-31 | $222k | 2.2k | 101.53 |
| 2024-09-30 | $218k | 2.3k | 95.74 |
| 2024-06-30 | $214k | 2.3k | 92.53 |
| 2024-03-31 | $201k | 2.4k | 84.43 |
| 2022-03-31 | $294k | 3.8k | 76.42 |
| 2021-12-31 | $322k | 3.8k | 83.70 |
| 2021-09-30 | $284k | 3.8k | 73.82 |
| 2021-06-30 | $280k | 3.8k | 72.78 |
| 2021-03-31 | $250k | 3.8k | 64.99 |
| 2020-12-31 | $336k | 5.3k | 63.77 |
| 2020-09-30 | $362k | 1.6k | 230.87 |
| 2020-06-30 | $553k | 2.7k | 207.35 |
| 2020-03-31 | $578k | 3.5k | 165.14 |
| 2019-12-31 | $733k | 3.8k | 193.71 |
| 2019-09-30 | $839k | 4.7k | 180.00 |
| 2019-06-30 | $932k | 5.2k | 179.33 |
| 2019-03-31 | $977k | 5.7k | 172.34 |
| 2018-12-31 | $1.1M | 7.4k | 150.71 |