iShares S&P 500 Growth Index shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $7.0M | 84k | 83.60 |
| 2021-09-30 | $6.5M | 87k | 73.91 |
| 2021-06-30 | $6.2M | 84k | 72.93 |
| 2021-03-31 | $5.3M | 81k | 65.20 |
| 2020-12-31 | $6.0M | 94k | 63.82 |
| 2020-09-30 | $7.0M | 30k | 232.32 |
| 2020-06-30 | $6.4M | 31k | 207.48 |
| 2020-03-31 | $5.3M | 32k | 165.03 |
| 2019-12-31 | $6.6M | 34k | 193.63 |
| 2019-09-30 | $5.8M | 32k | 180.02 |
| 2019-06-30 | $5.9M | 33k | 179.25 |
| 2019-03-31 | $362k | 2.1k | 172.30 |
| 2018-12-31 | $4.5M | 30k | 150.67 |
| 2018-09-30 | $516k | 2.9k | 177.14 |
| 2018-06-30 | $1.5M | 9.3k | 162.66 |
| 2018-03-31 | $4.5M | 29k | 155.06 |
| 2017-12-31 | $1.2M | 7.8k | 152.82 |
| 2017-09-30 | $1.2M | 8.2k | 146.16 |
| 2017-06-30 | $1.7M | 12k | 136.89 |
| 2017-03-31 | $1.1M | 8.1k | 134.08 |
| 2016-12-31 | $1.6M | 14k | 121.78 |
| 2016-09-30 | $1.6M | 13k | 121.66 |
| 2016-06-30 | $865k | 7.4k | 116.55 |
| 2016-03-31 | $468k | 4.0k | 115.87 |
| 2015-12-31 | $475k | 4.1k | 115.66 |
| 2015-09-30 | $496k | 4.6k | 107.69 |
| 2015-06-30 | $456k | 4.0k | 113.77 |
| 2015-03-31 | $466k | 4.1k | 113.74 |
| 2014-12-31 | $481k | 4.3k | 111.52 |
| 2014-09-30 | $1.1M | 10k | 106.82 |