iShares S&P 500 Growth Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 40k | 120.72 |
| 2025-06-30 | $4.3M | 39k | 110.10 |
| 2025-03-31 | $3.7M | 40k | 92.83 |
| 2024-12-31 | $3.9M | 38k | 101.53 |
| 2024-09-30 | $3.0M | 31k | 95.75 |
| 2024-03-31 | $3.9M | 46k | 84.44 |
| 2023-12-31 | $3.4M | 46k | 75.10 |
| 2023-09-30 | $2.5M | 36k | 68.42 |
| 2023-06-30 | $3.5M | 50k | 70.48 |
| 2023-03-31 | $3.2M | 50k | 63.89 |
| 2022-12-31 | $2.9M | 50k | 58.50 |
| 2022-09-30 | $3.6M | 62k | 57.85 |
| 2022-06-30 | $3.8M | 62k | 60.36 |
| 2022-03-31 | $4.9M | 65k | 76.38 |
| 2021-12-31 | $5.4M | 65k | 83.66 |
| 2021-09-30 | $473k | 6.4k | 73.95 |
| 2021-06-30 | $465k | 6.4k | 72.70 |
| 2021-03-31 | $416k | 6.4k | 65.04 |
| 2020-12-31 | $408k | 6.4k | 63.79 |
| 2020-09-30 | $369k | 1.6k | 230.77 |