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iShares S&P 500 Growth Index shares owned by Ken Roberts Investment Management

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

Historical chart of Ken Roberts Investment 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 Ken Roberts Investment Management 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 2.5k 120.72
2025-06-30 $273k 2.5k 110.10
2025-03-31 $230k 2.5k 92.83
2024-12-31 $252k 2.5k 101.53
2024-03-31 $209k 2.5k 84.44
2016-06-30 $520k 4.5k 116.59
2016-03-31 $563k 4.9k 115.84