iShares S&P 500 Growth Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 363k | 120.72 |
| 2025-06-30 | $40M | 364k | 110.10 |
| 2025-03-31 | $33M | 357k | 92.83 |
| 2024-12-31 | $35M | 346k | 101.53 |
| 2024-09-30 | $33M | 340k | 95.75 |
| 2024-06-30 | $30M | 323k | 92.54 |
| 2024-03-31 | $25M | 292k | 84.44 |
| 2023-12-31 | $20M | 262k | 75.10 |
| 2023-09-30 | $16M | 228k | 68.57 |
| 2023-06-30 | $13M | 181k | 70.48 |
| 2023-03-31 | $10M | 157k | 63.89 |
| 2022-12-31 | $9.1M | 156k | 58.50 |
| 2022-09-30 | $3.9M | 67k | 57.85 |
| 2022-06-30 | $4.1M | 67k | 60.35 |
| 2022-03-31 | $4.8M | 63k | 76.39 |
| 2021-12-31 | $5.2M | 62k | 83.67 |
| 2021-09-30 | $4.6M | 62k | 73.92 |
| 2021-06-30 | $4.5M | 62k | 72.73 |
| 2021-03-31 | $4.2M | 64k | 65.11 |
| 2020-12-31 | $4.1M | 65k | 63.83 |
| 2020-09-30 | $3.8M | 16k | 231.11 |
| 2020-06-30 | $3.4M | 17k | 207.51 |
| 2020-03-31 | $2.7M | 17k | 165.07 |
| 2019-12-31 | $3.2M | 17k | 193.65 |
| 2019-09-30 | $3.0M | 17k | 180.03 |
| 2019-06-30 | $3.0M | 17k | 179.25 |
| 2019-03-31 | $2.9M | 17k | 172.35 |
| 2018-12-31 | $2.5M | 17k | 150.64 |
| 2018-09-30 | $3.0M | 17k | 177.16 |
| 2018-06-30 | $2.9M | 18k | 162.62 |
| 2018-03-31 | $2.7M | 18k | 155.06 |
| 2017-12-31 | $2.8M | 18k | 152.75 |
| 2017-09-30 | $2.6M | 18k | 143.40 |
| 2017-06-30 | $2.5M | 18k | 136.86 |
| 2017-03-31 | $2.6M | 19k | 131.55 |
| 2016-12-31 | $3.0M | 24k | 121.77 |