IVW iShares S&P 500 Growth ETF

Ownership history in ROGCO, LP  ·  10 quarters on record

This page tracks every 13F SEC filing in which ROGCO, LP reported a position in iShares S&P 500 Growth ETF (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.37% (2024 Q2)
Avg. % of fund
1.24%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 28,125 0% 1.15% $3.5M $123.15
2025 Q3 REDUCED 28,125 -2,941 -9.5% 1.19% $3.4M $120.49
2025 Q2 UNCHANGED 31,066 0% 1.29% $3.4M $109.76
2025 Q1 ADDED 31,066 +155 +0.5% 1.15% $2.9M $92.44
2024 Q4 REDUCED 30,911 -4,057 -11.6% 1.28% $3.1M $100.99
2024 Q3 REDUCED 34,968 -1,360 -3.7% 1.31% $3.3M $95.12
2024 Q2 UNCHANGED 36,328 0% 1.37% $3.4M $91.79
2024 Q1 UNCHANGED 36,328 0% 1.25% $3.1M $83.69
2023 Q4 REDUCED 36,328 -243 -0.7% 1.19% $2.7M $74.36
2023 Q3 INITIATED 36,571 1.24% $2.5M
% of Fund (quarterly)    IVW price (monthly, adj. close)
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