iShares S&P 500 Growth Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 2.8k | 120.72 |
| 2025-06-30 | $304k | 2.8k | 110.10 |
| 2025-03-31 | $256k | 2.8k | 92.83 |
| 2024-12-31 | $270k | 2.7k | 101.53 |
| 2024-09-30 | $254k | 2.7k | 95.75 |
| 2024-06-30 | $246k | 2.7k | 92.54 |
| 2024-03-31 | $238k | 2.8k | 84.44 |
| 2023-12-31 | $211k | 2.8k | 75.10 |
| 2022-06-30 | $170k | 2.8k | 60.35 |
| 2022-03-31 | $215k | 2.8k | 76.45 |
| 2021-12-31 | $214k | 2.6k | 83.59 |
| 2021-09-30 | $189k | 2.6k | 73.83 |
| 2021-06-30 | $186k | 2.6k | 72.66 |
| 2021-03-31 | $167k | 2.6k | 65.23 |
| 2020-12-31 | $163k | 2.6k | 63.67 |
| 2020-09-30 | $74k | 320 | 231.25 |
| 2020-06-30 | $66k | 320 | 206.25 |
More positions owned by Rockbridge Investment Management, LCC
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