iShares S&P 500 Growth Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $723k | 7.6k | 94.58 |
| 2024-06-30 | $726k | 7.6k | 96.07 |
| 2024-03-31 | $594k | 7.0k | 84.25 |
| 2023-12-31 | $313k | 4.3k | 72.87 |
| 2023-09-30 | $294k | 4.3k | 68.42 |
| 2023-06-30 | $303k | 4.3k | 70.48 |
| 2022-12-31 | $260k | 4.4k | 58.50 |
| 2022-09-30 | $257k | 4.4k | 57.78 |
| 2022-06-30 | $268k | 4.4k | 60.25 |
| 2022-03-31 | $340k | 4.4k | 76.44 |
| 2021-12-31 | $372k | 4.4k | 83.63 |
| 2021-09-30 | $330k | 4.4k | 74.19 |
| 2021-06-30 | $324k | 4.4k | 72.84 |
| 2021-03-31 | $279k | 4.3k | 65.00 |
| 2020-12-31 | $274k | 4.3k | 63.84 |
| 2020-09-30 | $248k | 1.1k | 231.13 |
| 2020-06-30 | $223k | 1.1k | 207.83 |