iShares S&P 500 Growth Index shares owned by Southern Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Southern Capital Advisors
from 13F filings
Historical chart of Southern Capital Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Southern Capital 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 Southern Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 36k | 84.44 |
| 2023-12-31 | $2.6M | 35k | 75.10 |
| 2023-09-30 | $2.0M | 30k | 68.42 |
| 2023-06-30 | $2.2M | 31k | 70.48 |
| 2023-03-31 | $2.0M | 32k | 63.89 |
| 2022-12-31 | $1.7M | 29k | 58.50 |
| 2022-09-30 | $1.4M | 25k | 57.86 |
| 2022-06-30 | $1.5M | 25k | 60.35 |
| 2022-03-31 | $1.8M | 24k | 76.40 |
| 2021-12-31 | $2.3M | 28k | 83.69 |