iShares S&P 500 Growth Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 88k | 120.72 |
| 2025-06-30 | $9.8M | 89k | 110.10 |
| 2025-03-31 | $10M | 108k | 92.83 |
| 2024-12-31 | $11M | 104k | 101.53 |
| 2024-09-30 | $10M | 107k | 95.75 |
| 2024-06-30 | $10M | 108k | 92.54 |
| 2024-03-31 | $4.9M | 58k | 84.44 |
| 2023-12-31 | $988k | 13k | 75.10 |
| 2023-09-30 | $857k | 13k | 68.42 |
| 2023-06-30 | $460k | 6.5k | 70.48 |
| 2023-03-31 | $420k | 6.6k | 63.89 |
| 2022-12-31 | $438k | 7.5k | 58.50 |