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iShares S&P 500 Growth Index shares owned by Cape Ann Savings Bank

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cape Ann Savings Bank from 13F filings

Historical chart of Cape Ann Savings Bank 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 Cape Ann Savings Bank 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 Cape Ann Savings Bank

Quarter filed Position value Share count Share price at filing
2025-12-31 $305k 2.5k 123.26
2025-09-30 $299k 2.5k 120.72
2025-06-30 $273k 2.5k 110.10
2025-03-31 $230k 2.5k 92.83
2024-12-31 $241k 2.4k 101.53
2024-09-30 $228k 2.4k 95.75
2024-06-30 $220k 2.4k 92.54
2024-03-31 $201k 2.4k 84.44