Baker Avenue Asset Management »

iShares S&P 500 Growth Index shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management 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 Baker Avenue Asset Management 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $771k 6.4k 120.72
2023-09-30 $4.7M 69k 68.42
2023-06-30 $4.7M 67k 70.48
2023-03-31 $55k 864 63.89
2022-12-31 $51k 864 58.50
2022-09-30 $2.2M 37k 57.85
2021-03-31 $288k 4.4k 65.10
2020-12-31 $282k 4.4k 63.74
2020-09-30 $255k 1.1k 230.56
2020-06-30 $229k 1.1k 207.05
2019-12-31 $788k 4.1k 193.42
2019-09-30 $733k 4.1k 179.92
2019-06-30 $730k 4.1k 179.19
2019-03-31 $670k 3.9k 172.33
2018-12-31 $586k 3.9k 150.72
2018-09-30 $3.4M 19k 177.16
2018-06-30 $3.0M 19k 162.61
2018-03-31 $2.9M 19k 155.06
2017-12-31 $2.8M 18k 152.79
2017-09-30 $2.6M 18k 143.44
2017-06-30 $477k 3.5k 136.79
2017-03-31 $459k 3.5k 131.63
2016-12-31 $461k 3.8k 121.89
2016-09-30 $456k 3.7k 121.70
2016-06-30 $492k 4.2k 116.67
2016-03-31 $1.1M 9.3k 115.84
2015-12-31 $24M 204k 115.80
2015-09-30 $21M 196k 107.80
2015-06-30 $22M 195k 113.86
2015-03-31 $23M 200k 113.95
2014-12-31 $24M 212k 111.60
2014-09-30 $23M 219k 106.82
2014-06-30 $22M 210k 105.19
2014-03-31 $20M 198k 99.84
2013-12-31 $17M 174k 98.75
2013-09-30 $14M 158k 89.36
2013-06-30 $1.2M 14k 84.28

More positions owned by Baker Avenue Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Simpson Manufacturing (SSD)
Vanguard Index Fds Small Cp Etf (VB)
Oracle Corporation (ORCL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Baker Avenue Asset Management

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