iShares S&P 500 Growth Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 40k | 95.75 |
| 2024-06-30 | $3.7M | 40k | 92.54 |
| 2024-03-31 | $3.4M | 40k | 84.44 |
| 2023-12-31 | $3.0M | 40k | 75.10 |
| 2023-09-30 | $2.9M | 43k | 68.42 |
| 2023-06-30 | $3.0M | 43k | 70.48 |
| 2023-03-31 | $2.7M | 43k | 63.89 |
| 2022-12-31 | $2.3M | 39k | 58.50 |
| 2022-09-30 | $682k | 12k | 57.86 |
| 2022-06-30 | $711k | 12k | 60.32 |
| 2022-03-31 | $905k | 12k | 76.38 |
| 2021-12-31 | $991k | 12k | 83.64 |
| 2021-09-30 | $876k | 12k | 73.94 |
| 2021-06-30 | $862k | 12k | 72.75 |
| 2021-03-31 | $771k | 12k | 65.08 |
| 2020-12-31 | $772k | 12k | 63.78 |
| 2019-12-31 | $681k | 3.5k | 193.63 |
| 2019-09-30 | $652k | 3.6k | 180.06 |
| 2019-06-30 | $581k | 3.2k | 179.10 |
| 2019-03-31 | $559k | 3.2k | 172.32 |
| 2018-12-31 | $489k | 3.2k | 150.74 |
| 2018-09-30 | $699k | 3.9k | 177.23 |
| 2018-06-30 | $694k | 4.3k | 162.57 |
| 2018-03-31 | $4.4k | 682 | 6.44 |
| 2017-12-31 | $671k | 4.4k | 152.67 |
| 2017-09-30 | $999k | 999k | 1.00 |
| 2017-06-30 | $1.0M | 7.1k | 140.83 |
| 2017-03-31 | $934k | 7.1k | 131.57 |
| 2016-12-31 | $907k | 7.2k | 126.69 |
| 2016-09-30 | $668k | 5.5k | 121.74 |
| 2016-06-30 | $510k | 4.4k | 116.54 |
| 2016-03-31 | $522k | 4.5k | 115.95 |
| 2015-12-31 | $368k | 3.2k | 115.83 |
| 2015-09-30 | $384k | 3.6k | 107.93 |
| 2015-06-30 | $470k | 4.1k | 113.94 |
| 2015-03-31 | $530k | 4.7k | 113.95 |
| 2014-12-31 | $660k | 5.9k | 111.56 |
| 2014-09-30 | $601k | 5.6k | 106.83 |