iShares S&P 500 Growth Index shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory 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 Curtis Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Curtis Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $510k | 6.0k | 84.44 |
2023-12-31 | $639k | 8.5k | 75.10 |
2023-09-30 | $582k | 8.5k | 68.42 |
2023-06-30 | $605k | 8.6k | 70.48 |
2023-03-31 | $548k | 8.6k | 63.89 |
2022-12-31 | $502k | 8.6k | 58.50 |
2022-09-30 | $301k | 5.2k | 57.93 |
2022-06-30 | $314k | 5.2k | 60.43 |
2022-03-31 | $397k | 5.2k | 76.40 |
2021-12-31 | $410k | 4.9k | 83.74 |
2021-09-30 | $362k | 4.9k | 73.94 |
2021-06-30 | $356k | 4.9k | 72.71 |
2021-03-31 | $319k | 4.9k | 65.16 |
2020-12-31 | $312k | 4.9k | 63.73 |
2020-09-30 | $283k | 1.2k | 231.21 |
2020-06-30 | $254k | 1.2k | 207.52 |
2020-03-31 | $202k | 1.2k | 165.03 |
2019-12-31 | $237k | 1.2k | 193.63 |