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
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All positions including iShares S&P 500 Growth Index held by Capital Advisors 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 Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 71k | 120.72 |
| 2025-06-30 | $7.9M | 72k | 110.10 |
| 2025-03-31 | $6.8M | 74k | 92.83 |
| 2024-12-31 | $41M | 404k | 101.53 |
| 2024-09-30 | $41M | 433k | 95.75 |
| 2024-06-30 | $43M | 467k | 92.54 |
| 2024-03-31 | $40M | 476k | 84.44 |
| 2023-12-31 | $38M | 506k | 75.10 |
| 2023-09-30 | $37M | 545k | 68.42 |
| 2023-06-30 | $14M | 197k | 70.48 |
| 2023-03-31 | $12M | 190k | 63.89 |
| 2022-12-31 | $21M | 366k | 58.50 |
| 2022-09-30 | $21M | 378k | 56.73 |
| 2022-06-30 | $31M | 514k | 60.35 |
| 2022-03-31 | $39M | 516k | 76.38 |
| 2021-12-31 | $32M | 381k | 83.67 |
| 2021-09-30 | $27M | 358k | 73.91 |
| 2021-06-30 | $27M | 368k | 72.73 |
| 2021-03-31 | $23M | 352k | 65.11 |
| 2020-12-31 | $28M | 446k | 63.82 |
| 2020-09-30 | $22M | 95k | 231.08 |
| 2020-06-30 | $21M | 90k | 229.04 |
| 2020-03-31 | $15M | 93k | 165.05 |
| 2019-12-31 | $19M | 96k | 193.64 |
| 2019-09-30 | $13M | 74k | 179.24 |
| 2019-06-30 | $13M | 74k | 179.24 |
| 2019-03-31 | $2.2M | 13k | 172.39 |
| 2018-12-31 | $8.9M | 59k | 150.67 |
| 2018-09-30 | $10M | 57k | 177.16 |
| 2018-06-30 | $9.1M | 56k | 162.61 |
| 2018-03-31 | $8.1M | 52k | 155.08 |
| 2017-12-31 | $7.2M | 47k | 152.77 |
| 2017-09-30 | $6.4M | 45k | 143.41 |
| 2017-06-30 | $6.1M | 45k | 136.84 |
| 2017-03-31 | $4.0M | 30k | 131.52 |
| 2016-12-31 | $3.3M | 27k | 121.79 |