iShares S&P 500 Growth Index shares owned by Capital Advantage
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Capital Advantage
from 13F filings
Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 18k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.10 |
| 2025-03-31 | $4.7M | 46k | 101.53 |
| 2024-12-31 | $4.7M | 46k | 101.53 |
| 2024-09-30 | $4.1M | 43k | 95.75 |
| 2024-06-30 | $3.0M | 31k | 95.97 |
| 2024-03-31 | $2.1M | 24k | 84.75 |