iShares S&P 500 Growth Index shares owned by ProVise Management Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group 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 ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $827k | 9.8k | 84.44 |
| 2023-12-31 | $1.5M | 20k | 75.10 |
| 2023-09-30 | $1.2M | 18k | 68.42 |
| 2023-06-30 | $1.2M | 18k | 63.89 |
| 2023-03-31 | $1.2M | 18k | 63.89 |
| 2022-12-31 | $699k | 12k | 58.50 |
| 2022-09-30 | $804k | 14k | 57.84 |
| 2022-06-30 | $938k | 16k | 60.35 |
| 2022-03-31 | $1.2M | 16k | 76.39 |
| 2021-12-31 | $1.3M | 16k | 83.66 |
| 2021-09-30 | $1.3M | 18k | 73.89 |
| 2021-06-30 | $1.3M | 18k | 72.72 |
| 2021-03-31 | $1.3M | 20k | 65.09 |
| 2020-12-31 | $1.4M | 23k | 63.81 |
| 2020-09-30 | $1.3M | 5.8k | 231.05 |
| 2020-06-30 | $1.4M | 6.5k | 207.48 |
| 2020-03-31 | $1.1M | 6.7k | 165.03 |
| 2019-12-31 | $1.3M | 6.8k | 193.69 |
| 2019-09-30 | $1.2M | 6.9k | 180.00 |
| 2019-06-30 | $1.2M | 6.7k | 179.20 |
| 2019-03-31 | $1.2M | 6.9k | 172.37 |
| 2018-12-31 | $1.1M | 7.4k | 150.71 |
| 2018-09-30 | $1.4M | 7.8k | 177.13 |
| 2018-06-30 | $1.3M | 7.8k | 162.68 |
| 2018-03-31 | $1.2M | 7.6k | 154.97 |
| 2017-12-31 | $1.2M | 7.6k | 152.71 |
| 2017-09-30 | $1.1M | 7.5k | 143.52 |
| 2017-06-30 | $1.1M | 7.7k | 136.88 |
| 2017-03-31 | $1.0M | 7.7k | 131.51 |
| 2016-12-31 | $982k | 8.1k | 121.78 |
| 2016-09-30 | $1.0M | 8.4k | 121.74 |
| 2016-06-30 | $1.0M | 9.0k | 116.60 |
| 2016-03-31 | $1.2M | 10k | 115.89 |
| 2015-12-31 | $1.8M | 15k | 115.84 |
| 2015-09-30 | $1.3M | 12k | 107.81 |
| 2015-06-30 | $1.2M | 11k | 113.85 |
| 2015-03-31 | $1.3M | 11k | 113.92 |
| 2014-12-31 | $1.5M | 13k | 111.63 |
| 2014-09-30 | $2.4M | 23k | 106.82 |
| 2014-06-30 | $1.9M | 18k | 105.23 |
| 2014-03-31 | $2.9M | 29k | 99.84 |
| 2013-12-31 | $2.3M | 23k | 98.77 |
| 2013-09-30 | $957k | 11k | 89.37 |
| 2013-06-30 | $877k | 10k | 84.04 |
| 2012-09-30 | $393k | 5.0k | 77.91 |
| 2012-06-30 | $312k | 4.2k | 73.52 |
| 2012-03-31 | $252k | 3.3k | 75.38 |