iShares S&P 500 Growth Index shares owned by Oak Harvest Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Oak Harvest Investment Services
from 13F filings
Historical chart of Oak Harvest Investment Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Oak Harvest Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $637k | 5.3k | 120.72 |
| 2025-06-30 | $581k | 5.3k | 110.11 |
| 2025-03-31 | $459k | 4.9k | 92.82 |
| 2024-12-31 | $503k | 5.0k | 101.52 |
| 2024-09-30 | $473k | 4.9k | 95.76 |
| 2024-06-30 | $565k | 6.1k | 92.55 |
| 2024-03-31 | $416k | 4.9k | 84.45 |
| 2023-12-31 | $387k | 5.2k | 75.10 |
| 2023-09-30 | $264k | 3.9k | 68.42 |
| 2023-06-30 | $266k | 3.8k | 70.48 |
| 2023-03-31 | $241k | 3.8k | 63.89 |
| 2022-12-31 | $220k | 3.8k | 58.50 |
| 2022-09-30 | $217k | 3.8k | 57.79 |
| 2022-06-30 | $226k | 3.7k | 60.30 |
| 2022-03-31 | $310k | 4.1k | 76.45 |
| 2021-12-31 | $321k | 3.8k | 83.62 |
| 2021-09-30 | $277k | 3.7k | 74.02 |
| 2021-06-30 | $276k | 3.8k | 72.65 |
| 2021-03-31 | $239k | 3.7k | 65.23 |
| 2020-12-31 | $234k | 3.7k | 63.93 |
More positions owned by Oak Harvest Investment Services
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