iShares S&P 500 Growth Index shares owned by Royal Fund Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Royal Fund Management
from 13F filings
Historical chart of Royal Fund Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Royal Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 81k | 120.74 |
| 2025-06-30 | $18M | 163k | 110.11 |
| 2025-03-31 | $1.1M | 12k | 92.96 |
| 2024-12-31 | $964k | 9.5k | 101.65 |
| 2024-09-30 | $1.4M | 15k | 95.87 |
| 2024-06-30 | $4.9M | 53k | 92.91 |
| 2024-03-31 | $5.7M | 67k | 84.44 |
| 2023-12-31 | $17M | 227k | 75.11 |
| 2023-09-30 | $12M | 171k | 68.42 |
| 2023-06-30 | $14M | 204k | 70.48 |
| 2023-03-31 | $5.7M | 89k | 63.89 |
| 2022-12-31 | $5.7M | 97k | 58.50 |
| 2022-09-30 | $6.5M | 112k | 57.85 |
| 2022-06-30 | $6.9M | 115k | 60.34 |
| 2022-03-31 | $20M | 257k | 76.38 |
| 2021-12-31 | $21M | 254k | 83.67 |
| 2021-09-30 | $8.1M | 110k | 73.91 |
| 2021-06-30 | $6.9M | 95k | 72.73 |
| 2021-03-31 | $5.5M | 84k | 65.10 |
| 2020-12-31 | $13M | 201k | 63.82 |
| 2020-09-30 | $13M | 56k | 231.08 |
| 2020-06-30 | $14M | 65k | 207.49 |
| 2020-03-31 | $6.7M | 41k | 165.05 |
| 2019-12-31 | $81k | 422 | 191.94 |
| 2019-09-30 | $55k | 310 | 177.42 |
| 2019-06-30 | $55k | 310 | 177.42 |
| 2019-03-31 | $53k | 309 | 171.52 |
| 2018-12-31 | $46k | 309 | 148.87 |
| 2018-09-30 | $104k | 589 | 176.57 |
| 2018-06-30 | $95k | 589 | 161.29 |
| 2018-03-31 | $91k | 589 | 154.50 |
| 2017-12-31 | $468k | 3.1k | 152.64 |
| 2017-09-30 | $58k | 410 | 141.46 |
| 2016-12-31 | $13k | 107 | 121.50 |