iShares S&P 500 Growth Index shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors 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 Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 13k | 84.44 |
| 2023-12-31 | $944k | 13k | 75.10 |
| 2023-09-30 | $923k | 14k | 68.43 |
| 2023-06-30 | $1.0M | 15k | 70.48 |
| 2023-03-31 | $966k | 15k | 63.89 |
| 2022-12-31 | $930k | 16k | 58.50 |
| 2022-09-30 | $938k | 16k | 57.88 |
| 2022-06-30 | $942k | 16k | 60.34 |
| 2022-03-31 | $1.2M | 16k | 76.39 |
| 2021-12-31 | $1.3M | 15k | 83.68 |
| 2021-09-30 | $1.2M | 16k | 73.93 |
| 2021-06-30 | $1.4M | 19k | 72.73 |
| 2021-03-31 | $1.3M | 19k | 65.11 |
| 2020-12-31 | $1.2M | 19k | 63.82 |
| 2020-09-30 | $1.2M | 5.0k | 231.12 |
| 2020-06-30 | $1.1M | 5.1k | 207.43 |
| 2020-03-31 | $915k | 5.5k | 164.95 |
| 2019-12-31 | $1.1M | 5.7k | 193.73 |
| 2019-09-30 | $1.2M | 6.4k | 180.03 |
| 2019-06-30 | $1.2M | 6.8k | 179.21 |
| 2019-03-31 | $1.2M | 7.0k | 172.41 |
| 2018-12-31 | $1.0M | 7.0k | 150.68 |
| 2018-09-30 | $1.3M | 7.4k | 177.20 |
| 2018-06-30 | $1.3M | 7.9k | 162.67 |
| 2018-03-31 | $1.3M | 8.1k | 155.13 |
| 2017-12-31 | $1.3M | 8.4k | 152.74 |
| 2017-09-30 | $1.4M | 10k | 136.89 |
| 2017-06-30 | $1.4M | 10k | 136.89 |
| 2017-03-31 | $1.4M | 11k | 131.52 |
| 2016-12-31 | $1.3M | 11k | 121.82 |
| 2016-09-30 | $1.4M | 12k | 121.62 |
| 2016-06-30 | $1.4M | 12k | 116.57 |
| 2016-03-31 | $1.4M | 12k | 115.88 |
| 2015-12-31 | $1.4M | 12k | 115.83 |
| 2015-09-30 | $1.7M | 15k | 107.81 |
| 2015-06-30 | $1.9M | 17k | 113.88 |
| 2015-03-31 | $2.0M | 18k | 113.96 |
| 2014-12-31 | $2.1M | 19k | 111.61 |
More positions owned by Sterling Investment Advisors
View all positions for Sterling Investment Advisors