iShares S&P 500 Growth Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Ballast Advisors 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 Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $101k | 838 | 120.72 |
| 2025-06-30 | $92k | 838 | 110.10 |
| 2025-03-31 | $78k | 838 | 92.83 |
| 2024-12-31 | $88k | 864 | 101.53 |
| 2024-09-30 | $83k | 864 | 95.75 |
| 2024-06-30 | $80k | 864 | 92.54 |
| 2024-03-31 | $87k | 1.0k | 84.44 |
| 2023-12-31 | $77k | 1.0k | 75.10 |
| 2023-09-30 | $77k | 1.1k | 68.42 |
| 2023-06-30 | $90k | 1.3k | 70.48 |
| 2023-03-31 | $85k | 1.3k | 63.89 |
| 2022-12-31 | $68k | 1.2k | 58.50 |
| 2022-09-30 | $71k | 1.2k | 57.54 |
| 2022-06-30 | $74k | 1.2k | 59.97 |
| 2022-03-31 | $97k | 1.3k | 76.74 |
| 2021-12-31 | $103k | 1.2k | 83.47 |
| 2021-09-30 | $91k | 1.2k | 73.74 |
| 2021-06-30 | $82k | 1.1k | 73.15 |
| 2021-03-31 | $72k | 1.1k | 64.98 |
| 2020-12-31 | $71k | 1.1k | 63.62 |
| 2020-09-30 | $69k | 299 | 230.77 |
| 2020-06-30 | $62k | 301 | 205.98 |
| 2020-03-31 | $50k | 301 | 166.11 |
| 2019-12-31 | $58k | 301 | 192.69 |