iShares S&P 500 Growth Index shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 29k | 84.44 |
| 2023-12-31 | $2.1M | 25k | 83.66 |
| 2023-09-30 | $1.9M | 28k | 68.42 |
| 2023-06-30 | $2.0M | 28k | 70.48 |
| 2023-03-31 | $1.8M | 28k | 63.89 |
| 2022-12-31 | $1.7M | 28k | 58.50 |
| 2022-09-30 | $1.7M | 29k | 57.84 |
| 2022-06-30 | $1.7M | 29k | 60.35 |
| 2022-03-31 | $2.0M | 26k | 76.38 |
| 2021-12-31 | $2.1M | 25k | 83.66 |
| 2021-09-30 | $1.9M | 25k | 73.92 |
| 2021-06-30 | $1.8M | 25k | 72.72 |
| 2021-03-31 | $1.6M | 25k | 65.09 |
| 2020-12-31 | $1.6M | 25k | 63.83 |
| 2020-09-30 | $1.4M | 6.1k | 231.01 |
| 2020-03-31 | $238k | 1.4k | 164.36 |
| 2019-12-31 | $272k | 1.4k | 193.87 |
| 2018-12-31 | $425k | 2.8k | 150.34 |
More positions owned by Cary Street Partner Investment Advisory
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