iShares S&P 500 Growth Index shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company 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 Middleton & Company 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 Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $910k | 7.5k | 120.71 |
| 2025-06-30 | $834k | 7.6k | 110.09 |
| 2025-03-31 | $706k | 7.6k | 92.82 |
| 2024-12-31 | $693k | 6.8k | 101.52 |
| 2024-09-30 | $691k | 7.2k | 95.74 |
| 2024-06-30 | $672k | 7.3k | 92.53 |
| 2024-03-31 | $618k | 7.3k | 84.44 |
| 2023-09-30 | $459k | 6.7k | 68.42 |
| 2023-06-30 | $475k | 6.7k | 70.48 |
| 2023-03-31 | $430k | 6.7k | 63.89 |
| 2022-12-31 | $401k | 6.9k | 58.50 |
| 2022-09-30 | $398k | 6.9k | 57.88 |
| 2022-06-30 | $426k | 7.1k | 60.32 |
| 2022-03-31 | $545k | 7.1k | 76.36 |
| 2021-12-31 | $591k | 7.1k | 83.70 |
| 2021-09-30 | $519k | 7.0k | 73.87 |
| 2021-06-30 | $467k | 6.4k | 72.79 |
| 2021-03-31 | $438k | 6.7k | 65.12 |
| 2020-12-31 | $365k | 5.7k | 63.74 |
| 2020-09-30 | $272k | 4.7k | 57.82 |
| 2020-06-30 | $252k | 1.2k | 207.24 |