iShares S&P 500 Growth Index shares owned by Regatta Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Regatta Capital Group
from 13F filings
Historical chart of Regatta Capital Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Regatta Capital Group 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 Regatta Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $255k | 3.0k | 84.44 |
| 2023-12-31 | $227k | 3.0k | 75.10 |
| 2023-09-30 | $207k | 3.0k | 68.42 |
| 2023-06-30 | $255k | 3.6k | 70.49 |
| 2023-03-31 | $210k | 3.6k | 58.50 |
| 2022-12-31 | $210k | 3.6k | 58.50 |
| 2022-09-30 | $341k | 5.6k | 60.41 |
| 2022-06-30 | $298k | 4.9k | 60.25 |
| 2022-03-31 | $400k | 5.2k | 76.42 |
| 2021-12-31 | $720k | 8.6k | 83.71 |