iShares S&P 500 Growth Index shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Capital Planning Advisors 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 Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $748k | 10k | 75.10 |
| 2023-09-30 | $681k | 10k | 68.42 |
| 2023-06-30 | $702k | 10k | 70.48 |
| 2023-03-31 | $636k | 10k | 63.89 |
| 2022-12-31 | $583k | 10k | 58.50 |
| 2022-09-30 | $747k | 13k | 57.88 |
| 2022-06-30 | $779k | 13k | 60.36 |
| 2022-03-31 | $1.0M | 13k | 76.40 |
| 2021-12-31 | $1.1M | 13k | 83.67 |
| 2021-09-30 | $976k | 13k | 73.91 |
| 2021-06-30 | $960k | 13k | 72.69 |
| 2021-03-31 | $860k | 13k | 65.12 |
| 2020-12-31 | $975k | 15k | 63.84 |
| 2020-09-30 | $882k | 3.8k | 231.01 |
| 2020-06-30 | $792k | 3.8k | 207.44 |
| 2020-03-31 | $630k | 3.8k | 165.01 |
| 2019-12-31 | $739k | 3.8k | 193.56 |
| 2019-09-30 | $687k | 3.8k | 179.94 |