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iShares S&P 500 Growth Index shares owned by Calamos Wealth Management

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

Historical chart of Calamos Wealth 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 Calamos Wealth 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 Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $98M 1.0M 95.75
2024-06-30 $93M 1.0M 92.54
2024-03-31 $82M 967k 84.44
2023-12-31 $70M 935k 75.10
2023-09-30 $60M 881k 68.42
2023-06-30 $59M 841k 70.48
2023-03-31 $53M 829k 63.89
2022-12-31 $3.6M 62k 58.50
2022-09-30 $4.4M 75k 57.85
2022-06-30 $3.6M 60k 60.35
2022-03-31 $5.6M 73k 76.38
2021-12-31 $5.3M 63k 83.68
2021-09-30 $4.4M 60k 73.92
2021-06-30 $5.1M 70k 72.73
2021-03-31 $5.2M 80k 65.11
2020-12-31 $4.7M 73k 63.82
2020-09-30 $4.9M 21k 231.10
2020-06-30 $4.4M 21k 207.48
2020-03-31 $2.7M 17k 165.03
2019-12-31 $4.0M 21k 193.62
2019-09-30 $3.7M 21k 180.04
2019-06-30 $3.8M 21k 179.25
2019-03-31 $5.0M 29k 172.36
2018-12-31 $21M 141k 150.67
2018-09-30 $31M 174k 177.17
2018-06-30 $34M 209k 162.61
2018-03-31 $27M 173k 155.07
2017-12-31 $21M 136k 152.77
2017-09-30 $19M 130k 143.42
2017-06-30 $17M 126k 136.85
2017-03-31 $13M 99k 131.52
2016-12-31 $2.7M 22k 121.78
2016-09-30 $2.1M 17k 121.68
2016-06-30 $2.5M 22k 116.58
2016-03-31 $2.1M 18k 115.88
2015-12-31 $7.0M 61k 115.79
2015-09-30 $360k 3.3k 107.69
2015-06-30 $381k 3.3k 113.97

More positions owned by Calamos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Home Depot (HD)

View all positions for Calamos Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index