iShares S&P 500 Growth Index shares owned by Old Port Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Old Port Advisors
from 13F filings
Historical chart of Old Port Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Old Port Advisors 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 Old Port Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 11k | 101.53 |
| 2024-09-30 | $1.1M | 11k | 95.75 |
| 2024-06-30 | $1.1M | 12k | 92.54 |
| 2024-03-31 | $981k | 12k | 84.44 |
| 2023-12-31 | $931k | 12k | 75.10 |
| 2023-09-30 | $952k | 14k | 68.42 |
| 2023-03-31 | $1.1M | 17k | 63.97 |
| 2022-12-31 | $1.2M | 21k | 58.50 |
| 2022-09-30 | $1.5M | 25k | 61.04 |
| 2022-06-30 | $1.6M | 26k | 61.70 |
| 2022-03-31 | $2.2M | 28k | 76.44 |
| 2021-12-31 | $2.3M | 29k | 80.70 |
| 2021-09-30 | $2.4M | 33k | 74.60 |
| 2021-06-30 | $2.5M | 33k | 75.07 |
| 2021-03-31 | $2.4M | 37k | 65.12 |
| 2020-12-31 | $2.4M | 38k | 62.87 |
| 2020-09-30 | $2.2M | 9.5k | 231.10 |
| 2020-06-30 | $2.0M | 9.5k | 207.44 |
| 2020-03-31 | $1.6M | 9.8k | 165.06 |
| 2019-12-31 | $2.0M | 10k | 195.87 |
| 2019-09-30 | $1.9M | 11k | 179.10 |
| 2019-06-30 | $2.0M | 11k | 183.21 |
| 2019-03-31 | $1.9M | 11k | 172.37 |
| 2018-12-31 | $1.8M | 11k | 157.85 |
| 2018-06-30 | $2.0M | 12k | 162.65 |