iShares S&P 500 Growth Index shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $690k | 5.7k | 120.72 |
| 2025-06-30 | $629k | 5.7k | 110.10 |
| 2025-03-31 | $530k | 5.7k | 92.83 |
| 2024-12-31 | $580k | 5.7k | 101.54 |
| 2024-09-30 | $546k | 5.7k | 95.75 |
| 2024-06-30 | $291k | 3.1k | 92.54 |
| 2024-03-31 | $265k | 3.1k | 84.44 |
| 2023-12-31 | $236k | 3.1k | 75.10 |
| 2023-09-30 | $221k | 3.2k | 68.42 |
| 2023-06-30 | $216k | 3.1k | 70.48 |
| 2023-03-31 | $196k | 3.1k | 63.89 |
| 2022-12-31 | $180k | 3.1k | 58.50 |
| 2022-09-30 | $177k | 3.1k | 57.69 |
| 2022-06-30 | $185k | 3.1k | 60.30 |
| 2022-03-31 | $234k | 3.1k | 76.27 |
| 2021-12-31 | $270k | 3.2k | 83.64 |
| 2021-09-30 | $245k | 3.3k | 73.80 |
| 2021-06-30 | $241k | 3.3k | 72.59 |
| 2021-03-31 | $235k | 3.6k | 65.13 |
| 2020-12-31 | $230k | 3.6k | 63.75 |
| 2020-09-30 | $214k | 927 | 230.85 |
| 2020-06-30 | $192k | 927 | 207.12 |
| 2020-03-31 | $153k | 927 | 165.05 |
| 2019-12-31 | $180k | 927 | 194.17 |
| 2019-09-30 | $167k | 927 | 180.15 |
| 2019-06-30 | $238k | 1.3k | 179.35 |
| 2019-03-31 | $229k | 1.3k | 172.57 |
| 2018-12-31 | $203k | 1.3k | 150.71 |
| 2018-09-30 | $239k | 1.3k | 177.43 |
| 2018-06-30 | $219k | 1.3k | 162.58 |
| 2018-03-31 | $203k | 1.3k | 155.32 |
| 2017-12-31 | $200k | 1.3k | 153.02 |
| 2017-09-30 | $99k | 690 | 143.48 |
| 2017-06-30 | $94k | 690 | 136.23 |
| 2017-03-31 | $91k | 690 | 131.88 |
| 2016-12-31 | $84k | 690 | 121.74 |
| 2016-09-30 | $84k | 690 | 121.74 |
| 2016-06-30 | $34k | 290 | 117.24 |
| 2016-03-31 | $34k | 290 | 117.24 |
| 2015-12-31 | $34k | 290 | 117.24 |
| 2015-09-30 | $31k | 290 | 106.90 |
| 2015-06-30 | $31k | 270 | 114.81 |
| 2015-03-31 | $14k | 120 | 116.67 |
| 2014-12-31 | $13k | 120 | 108.33 |
| 2014-09-30 | $13k | 120 | 108.33 |
| 2014-06-30 | $13k | 120 | 108.33 |
| 2014-03-31 | $12k | 120 | 100.00 |
| 2013-12-31 | $12k | 120 | 100.00 |
| 2013-09-30 | $11k | 120 | 91.67 |
| 2013-06-30 | $10k | 120 | 83.33 |
| 2013-03-31 | $10k | 120 | 83.33 |
| 2012-12-31 | $9.0k | 120 | 75.00 |
More positions owned by Tortoise Investment Management
View all positions for Tortoise Investment Management