iShares S&P 500 Growth Index shares owned by Heritage Trust
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.4M | 40k | 84.44 |
2023-12-31 | $5.1M | 69k | 75.10 |
2023-09-30 | $4.7M | 69k | 68.42 |
2023-06-30 | $4.8M | 69k | 70.48 |
2023-03-31 | $4.4M | 69k | 63.89 |
2022-12-31 | $4.0M | 69k | 58.50 |
2022-09-30 | $1.0M | 18k | 57.87 |
2022-06-30 | $1.4M | 23k | 60.36 |
2022-03-31 | $1.7M | 23k | 76.40 |
2021-12-31 | $1.9M | 22k | 83.70 |
2021-09-30 | $1.5M | 20k | 73.92 |
2021-06-30 | $1.1M | 15k | 72.72 |
2021-03-31 | $483k | 7.4k | 65.16 |
2020-12-31 | $458k | 7.2k | 63.79 |
2020-09-30 | $415k | 1.8k | 231.20 |
2020-06-30 | $372k | 1.8k | 207.24 |
2020-03-31 | $294k | 1.8k | 164.71 |
2019-12-31 | $346k | 1.8k | 193.84 |
2019-09-30 | $576k | 3.2k | 180.17 |
2019-06-30 | $486k | 2.7k | 179.27 |