iShares S&P 500 Growth Index shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital 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 Affinity Capital Advisors 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 Affinity Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $605k | 6.3k | 95.75 |
2024-03-31 | $538k | 6.4k | 84.44 |
2023-12-31 | $482k | 6.4k | 75.10 |
2023-09-30 | $451k | 6.6k | 68.42 |
2023-06-30 | $482k | 6.8k | 70.48 |
2023-03-31 | $437k | 6.8k | 63.89 |
2022-12-31 | $400k | 6.8k | 58.50 |
2022-09-30 | $395k | 6.8k | 57.82 |
2022-06-30 | $412k | 6.8k | 60.30 |
2022-03-31 | $545k | 7.1k | 76.42 |
2021-12-31 | $550k | 6.6k | 83.65 |
2021-09-30 | $495k | 6.7k | 73.87 |
2021-06-30 | $497k | 6.8k | 72.74 |
2021-03-31 | $471k | 7.2k | 65.11 |
2020-12-31 | $463k | 7.3k | 63.80 |
2020-09-30 | $570k | 2.5k | 231.05 |
2020-06-30 | $511k | 2.5k | 207.55 |
2020-03-31 | $455k | 2.5k | 185.11 |
2019-12-31 | $538k | 2.8k | 193.80 |