iShares S&P 500 Growth Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 3.2k | 120.72 |
| 2021-12-31 | $253k | 3.0k | 83.67 |
| 2021-09-30 | $223k | 3.0k | 73.91 |
| 2021-06-30 | $247k | 3.4k | 72.73 |
| 2021-03-31 | $221k | 3.4k | 65.11 |
| 2020-12-31 | $217k | 3.4k | 63.82 |
| 2020-09-30 | $196k | 850 | 231.08 |
| 2020-06-30 | $161k | 775 | 207.49 |
| 2020-03-31 | $125k | 760 | 165.05 |
| 2019-12-31 | $190k | 982 | 193.64 |