iShares S&P 500 Growth Index shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Berman Capital 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 Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $1.4M | 19k | 73.90 |
| 2021-06-30 | $1.4M | 20k | 72.72 |
| 2021-03-31 | $1.3M | 20k | 65.10 |
| 2020-12-31 | $1.3M | 21k | 63.82 |
| 2020-09-30 | $1.2M | 5.2k | 230.93 |
| 2020-06-30 | $1.1M | 5.2k | 207.36 |
| 2020-03-31 | $518k | 3.1k | 165.02 |
| 2019-12-31 | $607k | 3.1k | 193.37 |
| 2019-09-30 | $565k | 3.1k | 179.99 |
| 2019-06-30 | $562k | 3.1k | 179.04 |
| 2019-03-31 | $541k | 3.1k | 172.35 |
| 2018-12-31 | $472k | 3.1k | 150.37 |
| 2018-09-30 | $556k | 3.1k | 177.13 |
| 2018-06-30 | $510k | 3.1k | 162.47 |
| 2018-03-31 | $487k | 3.1k | 155.14 |
| 2017-12-31 | $480k | 3.1k | 152.91 |