iShares S&P 500 Growth Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 27k | 120.72 |
| 2025-06-30 | $2.7M | 25k | 110.10 |
| 2025-03-31 | $558k | 590 | 946.41 |
| 2024-12-31 | $1.0M | 10k | 101.53 |
| 2024-06-30 | $934k | 10k | 92.54 |
| 2024-03-31 | $851k | 10k | 84.44 |
| 2023-12-31 | $764k | 10k | 75.10 |
| 2023-06-30 | $692k | 9.8k | 70.48 |
| 2023-03-31 | $637k | 10k | 63.89 |
| 2022-12-31 | $696k | 12k | 58.50 |
| 2022-09-30 | $688k | 12k | 57.79 |
| 2022-06-30 | $723k | 12k | 60.35 |
| 2022-03-31 | $2.5M | 33k | 76.35 |
| 2021-12-31 | $3.9M | 47k | 83.66 |
| 2021-09-30 | $2.7M | 37k | 73.91 |
| 2021-06-30 | $2.2M | 31k | 72.89 |
| 2021-03-31 | $2.2M | 34k | 65.10 |
| 2020-12-31 | $3.4M | 53k | 63.82 |
| 2020-09-30 | $1.9M | 8.2k | 231.08 |
| 2020-06-30 | $2.3M | 11k | 207.51 |
| 2020-03-31 | $1.9M | 12k | 165.10 |
| 2019-12-31 | $2.2M | 12k | 193.63 |
| 2019-09-30 | $2.1M | 12k | 180.04 |
| 2019-06-30 | $568k | 3.2k | 179.12 |
| 2019-03-31 | $553k | 3.2k | 172.33 |
| 2018-12-31 | $214k | 1.4k | 150.81 |
| 2018-09-30 | $332k | 1.9k | 176.97 |
| 2018-06-30 | $277k | 1.6k | 172.16 |
| 2017-12-31 | $244k | 1.5k | 163.21 |