iShares S&P 500 Growth Index shares owned by Avalon Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon 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 Avalon 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 Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $4.3M | 68k | 63.89 |
| 2022-12-31 | $3.9M | 67k | 58.49 |
| 2022-09-30 | $4.0M | 69k | 57.84 |
| 2022-06-30 | $4.2M | 69k | 60.35 |
| 2022-03-31 | $5.3M | 69k | 76.39 |
| 2021-12-31 | $5.8M | 69k | 83.68 |
| 2021-09-30 | $5.1M | 69k | 73.91 |
| 2021-06-30 | $5.0M | 69k | 72.73 |
| 2021-03-31 | $4.5M | 69k | 65.10 |
| 2020-12-31 | $4.6M | 72k | 63.82 |
| 2020-09-30 | $3.8M | 16k | 231.09 |
| 2020-06-30 | $3.4M | 16k | 207.49 |
| 2020-03-31 | $2.6M | 16k | 165.07 |
| 2019-12-31 | $1.1M | 5.7k | 193.61 |
| 2019-09-30 | $349k | 1.9k | 179.80 |
| 2019-03-31 | $271k | 1.6k | 172.28 |