iShares S&P 500 Growth Index shares owned by R. M. Davis
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by R. M. Davis
from 13F filings
Historical chart of R. M. Davis investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by R. M. Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 7.1k | 120.73 |
| 2025-06-30 | $811k | 7.4k | 110.11 |
| 2025-03-31 | $511k | 5.5k | 92.83 |
| 2024-12-31 | $569k | 5.6k | 101.53 |
| 2024-09-30 | $537k | 5.6k | 95.75 |
| 2024-06-30 | $547k | 5.9k | 92.54 |
| 2023-06-30 | $338k | 4.8k | 70.39 |
| 2023-03-31 | $301k | 4.7k | 63.91 |
| 2022-12-31 | $276k | 4.7k | 58.60 |
| 2022-09-30 | $231k | 4.0k | 57.85 |
| 2022-06-30 | $241k | 4.0k | 60.36 |
| 2022-03-31 | $336k | 4.4k | 76.49 |
| 2021-12-31 | $334k | 4.0k | 83.65 |
| 2021-09-30 | $369k | 5.0k | 73.87 |
| 2021-06-30 | $374k | 5.1k | 72.69 |
| 2021-03-31 | $399k | 6.1k | 65.09 |
| 2020-12-31 | $430k | 6.7k | 63.80 |
| 2020-09-30 | $407k | 1.8k | 230.99 |
| 2020-06-30 | $317k | 1.5k | 207.33 |
| 2020-03-31 | $283k | 1.7k | 165.30 |
| 2019-12-31 | $296k | 1.5k | 193.59 |
| 2019-09-30 | $275k | 1.5k | 179.86 |
| 2019-06-30 | $478k | 2.7k | 179.36 |
| 2019-03-31 | $517k | 3.0k | 172.28 |
| 2015-12-31 | $231k | 2.0k | 115.56 |