iShares S&P 500 Growth Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Investment Advisory 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 Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $489k | 4.4k | 110.11 |
| 2025-03-31 | $450k | 4.9k | 92.83 |
| 2024-12-31 | $463k | 4.6k | 101.52 |
| 2024-09-30 | $466k | 4.9k | 95.76 |
| 2024-06-30 | $230k | 2.5k | 92.54 |
| 2024-03-31 | $117k | 1.4k | 84.45 |
| 2023-12-31 | $66k | 873 | 75.11 |
| 2023-09-30 | $86k | 1.3k | 68.42 |
| 2023-06-30 | $32k | 460 | 70.48 |
| 2023-03-31 | $29k | 460 | 63.89 |