IVW shares owned by Balentine - Historical positions on stockzoa.com
Balentine »

iShares S&P 500 Growth Index shares owned by Balentine

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

Historical chart of Balentine investment in iShares S&P 500 Growth Index

2017201820192020202120222023202405M10M050k100k150k
Value ($)Share countHistorical IVW position of Balentine Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Balentine consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Balentine

Quarter filed Position value Share count Share price at filing
2024-09-30 $84k 874 95.75
2024-06-30 $122k 1.3k 92.54
2024-03-31 $112k 1.3k 84.44
2023-12-31 $152k 2.0k 75.10
2023-09-30 $108k 1.6k 68.42
2023-06-30 $79k 1.1k 70.48
2023-03-31 $27k 421 63.89
2022-12-31 $42k 711 58.50
2022-09-30 $67k 1.2k 57.56
2021-12-31 $243k 2.9k 83.59
2021-09-30 $4.0k 59 67.80
2021-03-31 $11M 169k 65.11
2020-12-31 $11M 169k 63.82
2020-09-30 $9.8M 42k 231.07
2020-06-30 $8.9M 43k 207.49
2020-03-31 $149k 900 165.56
2017-12-31 $310k 2.0k 152.78
2017-09-30 $291k 2.0k 143.42
2017-06-30 $278k 2.0k 137.01
2017-03-31 $267k 2.0k 131.59
2016-12-31 $247k 2.0k 121.73
2016-09-30 $247k 2.0k 121.73
2016-06-30 $227k 1.9k 116.53