iShares S&P 500 Growth Index shares owned by Tarbox
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Tarbox
from 13F filings
Historical chart of Tarbox investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Tarbox
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 8.3k | 120.72 |
| 2025-06-30 | $916k | 8.3k | 110.10 |
| 2025-03-31 | $773k | 8.3k | 92.83 |
| 2024-12-31 | $985k | 9.7k | 101.53 |
| 2024-06-30 | $897k | 9.7k | 92.54 |
| 2024-03-31 | $818k | 9.7k | 84.44 |
| 2023-12-31 | $728k | 9.7k | 75.10 |
| 2023-09-30 | $662k | 9.7k | 68.42 |
| 2023-06-30 | $682k | 9.7k | 70.48 |
| 2023-03-31 | $618k | 9.7k | 63.89 |
| 2022-12-31 | $664k | 11k | 58.50 |
| 2022-09-30 | $761k | 13k | 60.34 |
| 2022-06-30 | $761k | 13k | 60.34 |
| 2022-03-31 | $963k | 13k | 76.41 |
| 2021-12-31 | $1.1M | 13k | 83.68 |
| 2021-09-30 | $930k | 13k | 73.87 |
| 2021-06-30 | $963k | 13k | 72.70 |
| 2021-03-31 | $862k | 13k | 65.08 |
| 2020-12-31 | $906k | 14k | 63.82 |
| 2020-09-30 | $993k | 4.3k | 230.98 |
| 2020-06-30 | $913k | 4.4k | 207.55 |
| 2020-03-31 | $679k | 4.1k | 164.97 |
| 2019-12-31 | $617k | 3.2k | 193.66 |
| 2019-09-30 | $574k | 3.2k | 180.16 |
| 2019-06-30 | $571k | 3.2k | 179.22 |
| 2019-03-31 | $549k | 3.2k | 172.32 |
| 2018-12-31 | $480k | 3.2k | 150.66 |
| 2018-09-30 | $564k | 3.2k | 177.02 |
| 2018-06-30 | $518k | 3.2k | 162.59 |
| 2018-03-31 | $494k | 3.2k | 155.05 |
| 2017-12-31 | $487k | 3.2k | 152.86 |
| 2017-09-30 | $472k | 3.3k | 143.55 |
| 2017-06-30 | $450k | 3.3k | 136.86 |
| 2017-03-31 | $432k | 3.3k | 131.39 |
| 2016-12-31 | $400k | 3.3k | 121.65 |
| 2016-09-30 | $400k | 3.3k | 121.65 |
| 2016-06-30 | $408k | 3.5k | 116.60 |
| 2016-03-31 | $534k | 4.6k | 115.96 |