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iShares S&P 500 Growth Index shares owned by Capital Management Associates

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates 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 Management Associates 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 Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 2.3k 123.25
2025-09-30 $281k 2.3k 120.73
2025-06-30 $256k 2.3k 110.08
2025-03-31 $431k 4.6k 92.83
2024-12-31 $235k 2.3k 101.54
2024-09-30 $222k 2.3k 95.76
2024-03-31 $2.3k 173k 0.01

More positions owned by Capital Management Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Apple (AAPL)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
General Mills (GIS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Capital Management Associates

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