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iShares S&P 500 Growth Index shares owned by Samalin Investment Counsel

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

Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $487k 5.8k 84.43
2023-09-30 $392k 5.7k 68.42
2023-06-30 $404k 5.7k 70.48
2023-03-31 $374k 5.9k 63.89
2022-12-31 $362k 6.2k 58.50
2022-09-30 $274k 4.7k 57.95
2022-06-30 $309k 5.1k 60.38
2022-03-31 $372k 4.9k 76.29
2021-12-31 $541k 6.5k 83.73
2021-09-30 $701k 9.5k 73.91
2021-06-30 $726k 10k 72.77
2021-03-31 $485k 7.5k 65.07
2020-12-31 $399k 6.2k 63.82
2020-09-30 $313k 1.4k 231.11
2020-06-30 $332k 1.6k 206.98
2020-03-31 $328k 2.0k 164.66
2019-12-31 $431k 2.2k 193.53