iShares S&P 500 Growth Index shares owned by R. W. Roge & Company
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by R. W. Roge & Company
from 13F filings
Historical chart of R. W. Roge & Company investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by R. W. Roge & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 45k | 120.70 |
| 2025-06-30 | $5.1M | 46k | 110.10 |
| 2025-03-31 | $4.7M | 51k | 92.82 |
| 2024-12-31 | $5.6M | 55k | 101.52 |
| 2024-09-30 | $5.4M | 57k | 95.74 |
| 2024-06-30 | $5.4M | 59k | 92.53 |
| 2024-03-31 | $5.2M | 62k | 84.45 |
| 2023-12-31 | $4.8M | 64k | 75.09 |
| 2023-09-30 | $4.1M | 63k | 65.78 |
| 2023-06-30 | $4.3M | 61k | 70.47 |
| 2023-03-31 | $3.9M | 62k | 63.89 |
| 2022-12-31 | $3.6M | 61k | 58.49 |
| 2022-09-30 | $1.1M | 20k | 57.03 |
| 2022-06-30 | $1.2M | 20k | 60.37 |
| 2022-03-31 | $1.5M | 20k | 76.39 |
| 2021-12-31 | $1.5M | 21k | 73.72 |
| 2021-09-30 | $1.7M | 21k | 78.05 |
| 2021-06-30 | $1.7M | 23k | 74.83 |
| 2021-03-31 | $1.5M | 23k | 65.12 |
| 2020-12-31 | $1.9M | 29k | 63.82 |
| 2020-09-30 | $1.8M | 7.5k | 244.08 |
| 2020-06-30 | $2.0M | 9.5k | 207.53 |
| 2020-03-31 | $1.7M | 10k | 165.02 |
| 2019-12-31 | $2.0M | 10k | 195.90 |