iShares S&P 500 Growth Index shares owned by Allen Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Allen Capital Group
from 13F filings
Historical chart of Allen 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 Allen 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 Allen Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 3.3k | 120.72 |
| 2025-06-30 | $362k | 3.3k | 110.10 |
| 2025-03-31 | $308k | 3.3k | 92.83 |
| 2024-12-31 | $341k | 3.4k | 101.53 |
| 2024-09-30 | $322k | 3.4k | 95.75 |
| 2024-06-30 | $317k | 3.4k | 92.54 |
| 2024-03-31 | $289k | 3.4k | 84.44 |
| 2023-12-31 | $257k | 3.4k | 75.10 |
| 2023-09-30 | $225k | 3.3k | 68.73 |
| 2022-03-31 | $407k | 5.3k | 76.46 |
| 2021-12-31 | $457k | 5.5k | 83.73 |
| 2021-09-30 | $419k | 5.7k | 73.94 |
| 2021-06-30 | $399k | 5.5k | 72.81 |
| 2019-06-30 | $224k | 1.2k | 179.34 |