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iShares S&P 500 Growth Index shares owned by Aufman Associates

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Aufman Associates from 13F filings

Historical chart of Aufman Associates 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 Aufman Associates 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 Aufman Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.4k 84.44
2022-03-31 $229k 3.0k 76.26
2021-12-31 $251k 3.0k 83.58
2021-09-30 $229k 3.1k 73.94
2021-06-30 $225k 3.1k 72.65
2021-03-31 $202k 3.1k 65.22
2020-12-31 $204k 3.2k 63.67