iShares S&P 500 Growth Index shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Certified Advisory Corp 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 Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 28k | 75.10 |
| 2023-09-30 | $2.0M | 29k | 68.42 |
| 2023-06-30 | $2.1M | 30k | 70.48 |
| 2023-03-31 | $2.1M | 33k | 63.89 |
| 2022-12-31 | $2.5M | 43k | 58.50 |
| 2022-09-30 | $1.6M | 27k | 57.86 |
| 2022-06-30 | $1.2M | 20k | 60.37 |
| 2022-03-31 | $1.4M | 18k | 76.39 |
| 2021-12-31 | $1.6M | 19k | 83.69 |
| 2021-09-30 | $1.4M | 19k | 73.92 |
| 2021-06-30 | $1.4M | 20k | 72.71 |
| 2021-03-31 | $1.3M | 20k | 65.10 |
| 2020-06-30 | $2.8M | 14k | 207.47 |
| 2020-03-31 | $2.2M | 13k | 165.02 |
| 2019-12-31 | $2.6M | 14k | 193.62 |
| 2019-09-30 | $2.4M | 14k | 180.00 |
| 2019-06-30 | $2.4M | 14k | 179.21 |
| 2019-03-31 | $2.4M | 14k | 172.34 |
| 2018-12-31 | $1.2M | 7.8k | 150.70 |
| 2018-09-30 | $1.1M | 6.2k | 177.13 |
| 2018-06-30 | $1.0M | 6.2k | 162.66 |
| 2018-03-31 | $990k | 6.4k | 155.03 |
| 2017-12-31 | $1.0M | 6.6k | 152.71 |