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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Calton & Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |