iShares S&P 500 Growth Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $589k | 6.4k | 92.54 |
| 2024-03-31 | $537k | 6.4k | 84.44 |
| 2023-12-31 | $478k | 6.4k | 75.10 |
| 2023-09-30 | $435k | 6.4k | 68.42 |
| 2023-06-30 | $449k | 6.4k | 70.48 |
| 2023-03-31 | $407k | 6.4k | 63.89 |
| 2022-12-31 | $372k | 6.4k | 58.50 |
| 2022-09-30 | $368k | 6.4k | 57.83 |
| 2022-06-30 | $384k | 6.4k | 60.34 |
| 2022-03-31 | $487k | 6.4k | 76.40 |
| 2021-12-31 | $609k | 7.3k | 83.65 |
| 2021-09-30 | $470k | 6.4k | 73.85 |
| 2021-06-30 | $463k | 6.4k | 72.75 |
| 2021-03-31 | $414k | 6.4k | 65.05 |
| 2020-12-31 | $406k | 6.4k | 63.80 |
| 2020-09-30 | $368k | 1.6k | 231.30 |
| 2020-06-30 | $23k | 111 | 207.21 |
| 2020-03-31 | $18k | 111 | 162.16 |
| 2019-12-31 | $22k | 111 | 198.20 |