iShares S&P 500 Growth Index shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners 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 Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $917k | 12k | 75.10 |
| 2023-09-30 | $830k | 12k | 68.42 |
| 2023-06-30 | $886k | 13k | 70.48 |
| 2022-06-30 | $40k | 660 | 60.61 |
| 2022-03-31 | $50k | 660 | 75.76 |
| 2021-12-31 | $72k | 860 | 83.72 |
| 2021-09-30 | $459k | 6.2k | 73.98 |
| 2021-06-30 | $460k | 6.3k | 72.74 |
| 2021-03-31 | $399k | 6.1k | 65.15 |
| 2020-12-31 | $391k | 6.1k | 63.85 |
| 2020-09-30 | $354k | 1.5k | 231.22 |
| 2020-06-30 | $283k | 1.4k | 207.17 |
| 2020-03-31 | $225k | 1.4k | 164.71 |
| 2019-12-31 | $265k | 1.4k | 194.00 |
| 2019-09-30 | $328k | 1.8k | 180.02 |
| 2019-06-30 | $327k | 1.8k | 179.47 |
| 2019-03-31 | $218k | 1.3k | 172.47 |
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