iShares S&P 500 Growth Index shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Claro 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 Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $312k | 12k | 26.69 |
| 2024-06-30 | $1.3M | 14k | 92.54 |
| 2024-03-31 | $1.1M | 13k | 84.44 |
| 2023-12-31 | $761k | 10k | 75.10 |
| 2023-09-30 | $692k | 10k | 68.42 |
| 2023-06-30 | $800k | 11k | 70.48 |
| 2023-03-31 | $925k | 15k | 63.89 |
| 2022-12-31 | $829k | 14k | 58.47 |
| 2022-09-30 | $728k | 12k | 60.37 |
| 2022-06-30 | $728k | 12k | 60.37 |
| 2022-03-31 | $660k | 7.9k | 83.66 |
| 2021-12-31 | $660k | 7.9k | 83.66 |
| 2021-09-30 | $585k | 7.9k | 73.90 |
| 2021-06-30 | $576k | 7.9k | 72.76 |
| 2021-03-31 | $559k | 8.6k | 65.12 |
| 2020-12-31 | $548k | 8.6k | 63.84 |
| 2020-09-30 | $496k | 2.1k | 231.13 |
| 2020-06-30 | $462k | 2.2k | 207.55 |
| 2020-03-31 | $350k | 2.1k | 165.02 |
| 2019-12-31 | $412k | 2.1k | 193.43 |
| 2019-09-30 | $402k | 2.2k | 179.95 |
| 2019-06-30 | $403k | 2.2k | 179.43 |
| 2019-03-31 | $382k | 2.2k | 172.23 |
| 2018-12-31 | $342k | 1.9k | 177.39 |