iShares S&P 500 Growth Index shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 16k | 84.44 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $1.1M | 16k | 70.48 |
| 2023-03-31 | $1.1M | 18k | 63.89 |
| 2022-12-31 | $945k | 16k | 58.50 |
| 2022-09-30 | $969k | 17k | 57.82 |
| 2022-06-30 | $1.0M | 17k | 60.37 |
| 2022-03-31 | $1.6M | 21k | 76.38 |
| 2021-12-31 | $1.9M | 23k | 83.65 |
| 2021-09-30 | $1.7M | 23k | 73.92 |
| 2021-06-30 | $1.7M | 23k | 72.75 |
| 2021-03-31 | $1.8M | 28k | 65.10 |
| 2020-12-31 | $2.1M | 32k | 63.82 |
| 2020-09-30 | $1.3M | 5.6k | 231.13 |
| 2020-06-30 | $1.2M | 6.0k | 207.56 |
| 2020-03-31 | $1.2M | 7.4k | 165.00 |
| 2019-12-31 | $1.4M | 7.2k | 193.69 |
| 2019-09-30 | $1.5M | 8.1k | 180.03 |
| 2019-06-30 | $1.4M | 7.7k | 179.27 |
| 2019-03-31 | $1.6M | 9.2k | 172.31 |
| 2018-12-31 | $1.3M | 8.9k | 150.69 |
| 2018-09-30 | $1.2M | 7.4k | 165.99 |
| 2018-06-30 | $1.2M | 7.1k | 162.59 |
| 2018-03-31 | $794k | 5.1k | 155.05 |
| 2017-12-31 | $676k | 4.4k | 152.77 |
| 2017-09-30 | $766k | 5.3k | 143.34 |
| 2017-06-30 | $531k | 3.9k | 136.75 |
| 2017-03-31 | $464k | 3.5k | 131.59 |