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iShares S&P 500 Growth Index shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial 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 Carroll Financial 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.3M 51k 84.81
2021-09-30 $6.7M 91k 73.90
2021-06-30 $4.2M 57k 72.72
2021-03-31 $3.8M 59k 65.11
2020-12-31 $4.2M 66k 63.82
2020-09-30 $4.2M 18k 231.08
2020-06-30 $3.9M 19k 207.49
2020-03-31 $3.1M 19k 165.02
2019-12-31 $770k 4.0k 193.56
2019-09-30 $418k 2.3k 179.71
2019-06-30 $415k 2.3k 179.11
2019-03-31 $417k 2.4k 172.10
2018-12-31 $387k 2.5k 152.60
2018-09-30 $606k 3.4k 177.04
2018-06-30 $549k 3.4k 162.52
2018-03-31 $457k 2.9k 155.02
2017-12-31 $450k 2.9k 152.65
2017-09-30 $440k 3.0k 145.21
2017-06-30 $403k 2.9k 136.70
2017-03-31 $387k 2.9k 131.28
2016-12-31 $359k 2.9k 121.78
2016-09-30 $360k 3.0k 121.42
2016-06-30 $345k 3.0k 116.36
2016-03-31 $343k 3.0k 115.68
2015-12-31 $343k 3.0k 115.68
2015-09-30 $337k 3.0k 113.66
2015-06-30 $284k 2.5k 113.74
2015-03-31 $29k 256 113.28
2014-12-31 $49k 436 112.39
2014-09-30 $57k 516 110.47
2014-06-30 $54k 516 104.65
2014-03-31 $44k 436 100.92
2013-12-31 $43k 436 98.62
2013-09-30 $19k 222 85.59
2013-06-30 $0 0 0.00
2012-12-31 $12k 157 75.74

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

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