iShares S&P 500 Growth Index shares owned by Oxler Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Oxler Private Wealth
from 13F filings
Historical chart of Oxler Private Wealth investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Oxler Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 6.8k | 120.72 |
| 2025-06-30 | $743k | 6.7k | 110.11 |
| 2025-03-31 | $626k | 6.7k | 92.83 |
| 2024-12-31 | $684k | 6.7k | 101.53 |
| 2024-09-30 | $644k | 6.7k | 95.76 |
| 2024-06-30 | $622k | 6.7k | 92.54 |
| 2024-03-31 | $567k | 6.7k | 84.44 |
| 2023-12-31 | $504k | 6.7k | 75.10 |
| 2023-09-30 | $457k | 6.7k | 68.44 |
| 2023-06-30 | $471k | 6.7k | 70.47 |
| 2023-03-31 | $426k | 6.7k | 63.89 |
| 2022-12-31 | $390k | 6.7k | 58.50 |
| 2022-09-30 | $417k | 7.9k | 53.00 |
| 2022-06-30 | $400k | 6.6k | 60.36 |
| 2022-03-31 | $504k | 6.6k | 76.24 |
| 2021-12-31 | $553k | 6.6k | 83.65 |
| 2021-09-30 | $488k | 6.6k | 73.89 |
| 2021-06-30 | $480k | 6.6k | 72.68 |
| 2021-03-31 | $429k | 6.6k | 64.96 |
| 2020-12-31 | $421k | 6.6k | 63.75 |