iShares S&P 500 Growth Index shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 548k | 120.72 |
| 2025-06-30 | $63M | 573k | 110.10 |
| 2025-03-31 | $122M | 1.3M | 92.83 |
| 2024-12-31 | $84M | 827k | 101.53 |
| 2024-09-30 | $80M | 838k | 95.75 |
| 2024-06-30 | $81M | 875k | 92.54 |
| 2024-03-31 | $76M | 903k | 84.44 |
| 2023-12-31 | $64M | 855k | 75.10 |
| 2022-03-31 | $2.0k | 20 | 100.00 |
| 2021-12-31 | $7.0k | 89 | 78.65 |
| 2020-12-31 | $6.0k | 96 | 62.50 |
| 2020-09-30 | $6.0k | 24 | 250.00 |
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