iShares S&P 500 Growth Index shares owned by Relative Value Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Relative Value Partners 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 Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $210k | 2.8k | 75.11 |
| 2022-03-31 | $259k | 3.4k | 76.40 |
| 2021-12-31 | $231k | 2.8k | 83.85 |
| 2021-09-30 | $203k | 2.8k | 73.76 |
| 2020-12-31 | $257k | 4.0k | 63.80 |
| 2020-09-30 | $222k | 959 | 231.49 |
| 2019-12-31 | $229k | 1.2k | 193.25 |
| 2019-09-30 | $216k | 1.2k | 179.70 |
| 2019-06-30 | $216k | 1.2k | 179.25 |
| 2019-03-31 | $207k | 1.2k | 172.36 |
| 2018-09-30 | $282k | 1.6k | 177.58 |
| 2018-06-30 | $245k | 1.5k | 163.12 |
| 2018-03-31 | $213k | 1.4k | 154.80 |
| 2017-12-31 | $271k | 1.8k | 152.76 |
| 2017-09-30 | $254k | 1.8k | 143.50 |
| 2017-06-30 | $232k | 1.7k | 136.71 |