iShares S&P 500 Growth Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors 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 Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 152k | 95.75 |
| 2024-06-30 | $15M | 157k | 92.54 |
| 2024-03-31 | $13M | 156k | 84.44 |
| 2023-12-31 | $12M | 154k | 75.10 |
| 2023-09-30 | $11M | 154k | 68.42 |
| 2023-06-30 | $11M | 152k | 70.48 |
| 2023-03-31 | $9.7M | 151k | 63.89 |
| 2022-12-31 | $8.8M | 150k | 58.50 |
| 2022-09-30 | $8.5M | 148k | 57.85 |
| 2022-06-30 | $8.7M | 145k | 60.35 |
| 2022-03-31 | $11M | 143k | 76.38 |
| 2021-12-31 | $12M | 142k | 83.67 |
| 2021-09-30 | $11M | 142k | 73.91 |
| 2021-06-30 | $10M | 141k | 72.73 |
| 2021-03-31 | $8.7M | 133k | 65.11 |
| 2020-12-31 | $8.3M | 130k | 63.82 |
| 2020-09-30 | $7.4M | 32k | 231.07 |
| 2020-06-30 | $4.0M | 20k | 207.46 |
| 2020-03-31 | $5.2M | 31k | 165.03 |
| 2019-12-31 | $6.0M | 31k | 193.65 |
| 2019-09-30 | $4.6M | 28k | 164.79 |
| 2019-06-30 | $5.3M | 29k | 179.24 |
| 2019-03-31 | $5.8M | 34k | 172.35 |
| 2018-12-31 | $5.3M | 35k | 150.67 |
| 2018-09-30 | $5.8M | 33k | 177.18 |
| 2018-06-30 | $5.2M | 32k | 162.60 |
| 2018-03-31 | $5.0M | 32k | 155.06 |
| 2017-12-31 | $4.8M | 32k | 152.78 |
| 2017-09-30 | $4.5M | 31k | 143.42 |
| 2017-06-30 | $3.8M | 28k | 136.87 |
| 2017-03-31 | $3.6M | 27k | 131.53 |
| 2016-12-31 | $3.3M | 27k | 121.78 |
| 2016-09-30 | $2.6M | 22k | 121.64 |
| 2016-06-30 | $2.3M | 20k | 116.58 |
| 2016-03-31 | $2.2M | 19k | 115.88 |
| 2015-12-31 | $1.6M | 14k | 115.78 |
| 2015-09-30 | $1.2M | 11k | 107.77 |
| 2015-06-30 | $1.0M | 8.9k | 113.85 |
| 2015-03-31 | $1.0M | 8.9k | 113.95 |
| 2014-12-31 | $869k | 7.8k | 111.54 |
| 2014-09-30 | $648k | 6.1k | 106.77 |
| 2014-06-30 | $657k | 6.2k | 105.19 |
| 2014-03-31 | $555k | 5.6k | 99.77 |
| 2013-12-31 | $319k | 3.2k | 98.67 |