iShares S&P 500 Growth Index shares owned by Oakworth Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $743k | 8.8k | 84.44 |
| 2023-12-31 | $694k | 9.2k | 75.10 |
| 2023-09-30 | $647k | 9.5k | 68.42 |
| 2023-06-30 | $710k | 10k | 70.48 |
| 2023-03-31 | $613k | 9.6k | 63.89 |
| 2022-12-31 | $561k | 9.6k | 58.50 |
| 2022-09-30 | $559k | 9.7k | 57.85 |
| 2022-06-30 | $584k | 9.7k | 60.32 |
| 2022-03-31 | $740k | 9.7k | 76.37 |
| 2021-12-31 | $811k | 9.7k | 83.69 |
| 2021-09-30 | $726k | 9.8k | 73.92 |
| 2021-06-30 | $747k | 10k | 72.74 |
| 2021-03-31 | $669k | 10k | 65.14 |
| 2020-12-31 | $665k | 10k | 63.84 |
| 2020-09-30 | $603k | 2.6k | 231.12 |
| 2020-06-30 | $541k | 2.6k | 207.36 |
| 2020-03-31 | $403k | 2.4k | 165.03 |
| 2019-12-31 | $481k | 2.4k | 196.97 |
| 2019-09-30 | $463k | 2.6k | 180.16 |
| 2019-06-30 | $461k | 2.6k | 179.38 |
| 2019-03-31 | $449k | 2.6k | 172.29 |
| 2018-12-31 | $532k | 3.5k | 150.54 |
| 2018-09-30 | $637k | 3.6k | 177.14 |
| 2018-06-30 | $585k | 3.6k | 162.68 |
| 2018-03-31 | $559k | 3.6k | 155.45 |
| 2017-12-31 | $595k | 3.9k | 152.29 |
| 2017-09-30 | $556k | 3.9k | 142.31 |
| 2017-06-30 | $535k | 3.9k | 136.93 |
| 2017-03-31 | $554k | 4.2k | 131.44 |
| 2016-12-31 | $518k | 4.3k | 120.49 |
| 2016-09-30 | $519k | 4.3k | 121.63 |
| 2016-06-30 | $360k | 3.1k | 117.53 |
| 2016-03-31 | $355k | 3.1k | 115.90 |
| 2015-12-31 | $216k | 1.9k | 116.07 |