iShares S&P 500 Growth Index shares owned by Theory Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 41k | 121.42 |
| 2025-06-30 | $5.1M | 45k | 113.90 |
| 2025-03-31 | $4.4M | 48k | 92.83 |
| 2024-12-31 | $4.7M | 47k | 101.53 |
| 2024-09-30 | $4.4M | 46k | 95.11 |
| 2024-06-30 | $4.2M | 45k | 92.54 |
| 2024-03-31 | $1.3M | 16k | 84.44 |
| 2023-12-31 | $402k | 5.3k | 75.10 |
| 2023-09-30 | $464k | 6.8k | 68.42 |
| 2023-06-30 | $989k | 14k | 70.48 |
| 2023-03-31 | $956k | 15k | 63.89 |
| 2022-12-31 | $876k | 15k | 58.50 |
| 2022-06-30 | $704k | 11k | 61.71 |