iShares S&P 500 Growth Index shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 18k | 120.72 |
| 2025-06-30 | $1.9M | 18k | 110.10 |
| 2025-03-31 | $999k | 11k | 92.83 |
| 2024-12-31 | $1.1M | 11k | 101.53 |
| 2024-09-30 | $1.0M | 11k | 95.75 |
| 2024-03-31 | $370k | 4.4k | 84.44 |
| 2023-12-31 | $329k | 4.4k | 75.10 |
| 2023-09-30 | $299k | 4.4k | 68.42 |
| 2023-06-30 | $308k | 4.4k | 70.48 |
| 2023-03-31 | $280k | 4.4k | 63.89 |
| 2022-12-31 | $256k | 4.4k | 58.50 |
| 2022-09-30 | $253k | 4.4k | 57.82 |
| 2022-06-30 | $264k | 4.4k | 60.33 |
| 2022-03-31 | $334k | 4.4k | 76.33 |
| 2021-12-31 | $353k | 4.2k | 83.73 |
| 2021-09-30 | $312k | 4.2k | 74.00 |
| 2021-06-30 | $307k | 4.2k | 72.82 |
| 2021-03-31 | $275k | 4.2k | 65.23 |
| 2020-12-31 | $269k | 4.2k | 63.80 |
| 2020-09-30 | $244k | 1.1k | 231.50 |
| 2020-06-30 | $219k | 1.1k | 207.78 |
| 2018-06-30 | $209k | 1.3k | 162.52 |
| 2018-03-31 | $201k | 1.3k | 150.79 |
| 2017-12-31 | $203k | 1.3k | 152.29 |
| 2017-06-30 | $211k | 1.5k | 136.57 |
| 2017-03-31 | $203k | 1.5k | 131.39 |