iShares S&P 500 Growth Index shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 143k | 84.44 |
| 2023-12-31 | $10M | 136k | 75.10 |
| 2023-09-30 | $9.2M | 136k | 67.82 |
| 2023-06-30 | $9.8M | 139k | 70.48 |
| 2023-03-31 | $8.9M | 139k | 63.89 |
| 2022-12-31 | $8.4M | 144k | 58.50 |
| 2022-09-30 | $8.1M | 139k | 57.85 |
| 2022-06-30 | $8.3M | 137k | 60.35 |
| 2022-03-31 | $8.8M | 116k | 76.38 |
| 2021-12-31 | $9.6M | 115k | 83.67 |
| 2021-09-30 | $8.6M | 2.0k | 4223.87 |
| 2021-06-30 | $8.5M | 116k | 72.73 |
| 2021-03-31 | $7.8M | 120k | 65.11 |
| 2020-12-31 | $7.7M | 121k | 63.82 |
| 2020-09-30 | $7.2M | 31k | 231.07 |
| 2020-06-30 | $6.5M | 31k | 207.49 |
| 2020-03-31 | $5.2M | 32k | 165.04 |
| 2019-12-31 | $6.4M | 33k | 193.64 |
| 2019-09-30 | $6.0M | 33k | 180.02 |
| 2019-06-30 | $6.6M | 37k | 179.23 |
| 2019-03-31 | $6.6M | 38k | 172.36 |
| 2018-12-31 | $6.2M | 41k | 150.68 |
| 2018-09-30 | $7.3M | 41k | 177.17 |
| 2018-06-30 | $6.7M | 41k | 162.60 |
| 2018-03-31 | $6.4M | 41k | 155.06 |
| 2017-12-31 | $7.5M | 49k | 152.77 |
| 2017-09-30 | $7.0M | 49k | 143.43 |
| 2017-06-30 | $7.2M | 53k | 136.86 |
| 2017-03-31 | $6.9M | 53k | 131.51 |
| 2016-12-31 | $6.5M | 53k | 121.79 |
| 2016-09-30 | $6.5M | 54k | 121.67 |
| 2016-06-30 | $7.3M | 63k | 116.58 |
| 2016-03-31 | $7.7M | 66k | 115.90 |
| 2015-12-31 | $7.7M | 67k | 115.80 |
| 2015-09-30 | $7.2M | 66k | 107.81 |
| 2015-06-30 | $7.5M | 66k | 113.86 |
| 2015-03-31 | $7.5M | 66k | 113.95 |
| 2014-12-31 | $7.4M | 66k | 111.60 |
| 2014-09-30 | $7.0M | 66k | 106.82 |
| 2014-06-30 | $6.8M | 65k | 105.19 |
| 2014-03-31 | $7.2M | 72k | 99.84 |
| 2013-12-31 | $7.1M | 72k | 98.75 |
| 2013-09-30 | $6.4M | 71k | 89.35 |
| 2013-06-30 | $6.1M | 73k | 84.00 |
| 2013-03-31 | $6.0M | 73k | 82.37 |
| 2012-12-31 | $5.4M | 71k | 75.74 |