iShares S&P 500 Growth Index shares owned by Capital Square
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Capital Square
from 13F filings
Historical chart of Capital Square investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Capital Square
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 22k | 120.72 |
| 2025-06-30 | $1.9M | 17k | 110.70 |
| 2025-03-31 | $1.6M | 18k | 92.83 |
| 2024-12-31 | $1.8M | 17k | 106.26 |
| 2024-09-30 | $1.4M | 15k | 95.75 |
| 2024-06-30 | $1.4M | 15k | 93.55 |
| 2024-03-31 | $1.2M | 14k | 84.44 |
| 2023-06-30 | $1.0M | 15k | 70.48 |
| 2023-03-31 | $930k | 15k | 64.12 |
| 2022-12-31 | $890k | 15k | 58.50 |
| 2022-09-30 | $880k | 15k | 57.81 |
| 2022-06-30 | $899k | 15k | 60.34 |
| 2022-03-31 | $1.1M | 14k | 76.37 |
| 2021-12-31 | $1.2M | 14k | 80.90 |
| 2021-09-30 | $1.1M | 15k | 74.66 |
| 2021-06-30 | $1.1M | 15k | 74.66 |
| 2021-03-31 | $1.0M | 15k | 68.74 |
| 2020-12-31 | $966k | 15k | 63.80 |
| 2020-09-30 | $874k | 3.8k | 230.91 |
| 2020-06-30 | $785k | 3.8k | 207.40 |
| 2020-03-31 | $625k | 3.8k | 165.13 |
| 2019-12-31 | $760k | 3.9k | 193.48 |