iShares S&P 500 Growth Index shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $427k | 4.2k | 101.53 |
| 2024-09-30 | $398k | 4.2k | 95.75 |
| 2024-06-30 | $389k | 4.2k | 92.54 |
| 2024-03-31 | $340k | 4.0k | 84.44 |
| 2023-12-31 | $276k | 3.7k | 75.10 |
| 2023-09-30 | $255k | 3.7k | 68.62 |
| 2023-06-30 | $250k | 3.5k | 70.48 |
| 2023-03-31 | $252k | 3.9k | 63.89 |
| 2022-12-31 | $795k | 14k | 58.50 |
| 2022-09-30 | $1.1M | 18k | 57.83 |
| 2022-06-30 | $1.1M | 18k | 60.35 |
| 2022-03-31 | $1.8M | 24k | 76.38 |
| 2021-12-31 | $1.9M | 23k | 83.67 |
| 2021-09-30 | $1.3M | 18k | 73.90 |
| 2021-06-30 | $1.2M | 17k | 72.97 |
| 2021-03-31 | $1.1M | 17k | 65.12 |
| 2020-12-31 | $940k | 15k | 63.81 |
| 2020-09-30 | $729k | 3.2k | 231.21 |
| 2020-06-30 | $689k | 3.3k | 207.41 |
| 2020-03-31 | $571k | 3.5k | 164.93 |
| 2019-12-31 | $940k | 4.9k | 193.57 |
| 2019-09-30 | $858k | 4.8k | 180.10 |
| 2019-06-30 | $793k | 4.3k | 186.37 |
| 2019-03-31 | $416k | 2.4k | 172.54 |