iShares S&P 500 Growth Index shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 3.3k | 120.70 |
| 2025-06-30 | $373k | 3.4k | 110.10 |
| 2025-03-31 | $302k | 3.2k | 92.86 |
| 2024-12-31 | $330k | 3.2k | 101.55 |
| 2024-09-30 | $310k | 3.2k | 95.74 |
| 2024-06-30 | $297k | 3.2k | 92.55 |
| 2024-03-31 | $487k | 5.8k | 84.43 |
| 2023-09-30 | $392k | 5.7k | 68.42 |
| 2023-06-30 | $404k | 5.7k | 70.48 |
| 2023-03-31 | $374k | 5.9k | 63.89 |
| 2022-12-31 | $362k | 6.2k | 58.50 |
| 2022-09-30 | $274k | 4.7k | 57.95 |
| 2022-06-30 | $309k | 5.1k | 60.38 |
| 2022-03-31 | $372k | 4.9k | 76.29 |
| 2021-12-31 | $541k | 6.5k | 83.67 |
| 2021-09-30 | $701k | 9.5k | 73.91 |
| 2021-06-30 | $726k | 10k | 72.73 |
| 2021-03-31 | $485k | 7.5k | 65.07 |
| 2020-12-31 | $399k | 6.2k | 63.82 |
| 2020-09-30 | $313k | 1.4k | 231.11 |
| 2020-06-30 | $332k | 1.6k | 206.98 |
| 2020-03-31 | $328k | 2.0k | 164.66 |
| 2019-12-31 | $431k | 2.2k | 193.53 |
More positions owned by Samalin Investment Counsel
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