iShares S&P 500 Growth Index shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Carolina Wealth 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 Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $36k | 290 | 123.26 |
| 2023-12-31 | $70k | 932 | 75.10 |
| 2023-09-30 | $64k | 932 | 68.42 |
| 2023-06-30 | $66k | 932 | 70.48 |
| 2023-03-31 | $60k | 932 | 63.89 |
| 2022-12-31 | $55k | 932 | 59.01 |
| 2022-09-30 | $54k | 932 | 57.94 |
| 2022-06-30 | $56k | 932 | 60.09 |
| 2022-03-31 | $71k | 932 | 76.18 |
| 2021-12-31 | $78k | 932 | 83.69 |
| 2021-09-30 | $69k | 932 | 74.03 |
| 2021-06-30 | $68k | 932 | 72.96 |
| 2021-03-31 | $61k | 932 | 65.45 |
| 2020-12-31 | $59k | 932 | 63.30 |