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iShares S&P 500 Growth Index shares owned by Punch & Associates Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Punch & Associates Investment Management from 13F filings

Historical chart of Punch & Associates Investment Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Punch & Associates Investment Management 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 Punch & Associates Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 81k 75.10
2023-09-30 $6.0M 88k 68.42
2023-06-30 $6.5M 92k 70.48
2023-03-31 $5.9M 93k 63.89
2022-12-31 $13M 227k 58.50
2022-09-30 $13M 232k 57.85
2022-06-30 $14M 233k 60.35
2022-03-31 $28M 371k 76.38
2021-12-31 $32M 386k 83.67
2021-09-30 $29M 385k 73.91
2021-06-30 $30M 406k 72.73
2021-03-31 $26M 404k 65.11
2020-12-31 $26M 400k 63.82
2020-09-30 $24M 103k 231.08
2020-06-30 $24M 113k 207.49
2020-03-31 $19M 114k 165.05
2019-12-31 $22M 111k 193.64
2019-09-30 $20M 113k 180.03
2019-06-30 $20M 114k 179.24
2019-03-31 $20M 113k 172.36
2018-12-31 $17M 112k 150.67
2018-09-30 $20M 112k 177.17
2018-06-30 $18M 108k 162.61
2018-03-31 $17M 110k 155.07
2017-12-31 $17M 111k 152.77
2017-09-30 $16M 113k 143.42
2017-06-30 $16M 114k 136.85
2017-03-31 $15M 115k 131.52
2016-12-31 $14M 113k 121.79
2016-09-30 $14M 111k 121.66
2016-06-30 $13M 109k 116.58
2016-03-31 $13M 108k 115.89
2015-12-31 $13M 112k 115.80
2015-09-30 $11M 105k 107.80
2015-06-30 $12M 105k 113.86
2015-03-31 $15M 129k 113.95
2014-12-31 $16M 147k 111.60
2014-09-30 $16M 149k 106.82
2014-06-30 $16M 150k 105.19
2014-03-31 $15M 153k 99.84
2013-12-31 $15M 150k 98.75
2013-09-30 $14M 151k 89.36
2013-06-30 $13M 152k 84.01
2013-03-31 $13M 152k 82.38
2012-12-31 $13M 168k 75.74
2012-09-30 $12M 159k 77.85
2012-06-30 $11M 152k 73.51
2012-03-31 $11M 149k 75.37
2011-12-31 $9.9M 146k 67.43
2011-09-30 $9.1M 149k 61.24
2011-06-30 $10M 146k 69.48
2011-03-31 $9.9M 144k 68.71