iShares S&P 500 Growth Index shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $110M | 1.5M | 75.10 |
| 2023-09-30 | $103M | 1.5M | 68.42 |
| 2023-06-30 | $106M | 1.5M | 70.48 |
| 2023-03-31 | $97M | 1.5M | 63.89 |
| 2022-12-31 | $84M | 1.4M | 58.50 |
| 2022-06-30 | $85M | 1.4M | 60.35 |
| 2022-03-31 | $104M | 1.4M | 76.38 |
| 2021-12-31 | $125M | 1.5M | 83.67 |
| 2021-09-30 | $7.8M | 106k | 73.91 |
| 2021-06-30 | $107M | 1.5M | 72.73 |
| 2021-03-31 | $95M | 1.5M | 65.11 |
| 2020-12-31 | $97M | 1.5M | 63.82 |
| 2020-09-30 | $89M | 385k | 231.08 |
| 2020-06-30 | $90M | 434k | 207.49 |
| 2019-12-31 | $93M | 481k | 193.64 |
| 2019-09-30 | $80M | 444k | 180.03 |
| 2019-06-30 | $72M | 404k | 179.24 |
| 2019-03-31 | $66M | 384k | 172.36 |
| 2018-12-31 | $58M | 387k | 150.67 |
| 2018-09-30 | $69M | 390k | 177.17 |
| 2018-06-30 | $60M | 369k | 162.61 |
| 2018-03-31 | $56M | 363k | 155.07 |
| 2017-12-31 | $53M | 347k | 152.77 |
| 2017-09-30 | $49M | 340k | 143.42 |
| 2017-06-30 | $46M | 333k | 136.85 |
| 2017-03-31 | $44M | 333k | 131.52 |
| 2016-12-31 | $41M | 334k | 121.79 |
| 2016-09-30 | $38M | 311k | 121.66 |
| 2016-06-30 | $35M | 298k | 116.58 |
| 2016-03-31 | $33M | 283k | 115.89 |
| 2015-12-31 | $25M | 214k | 115.80 |
| 2015-09-30 | $17M | 161k | 107.80 |
| 2015-06-30 | $7.6M | 67k | 113.87 |
| 2015-03-31 | $7.3M | 65k | 113.95 |
| 2014-12-31 | $7.4M | 66k | 111.60 |
| 2014-09-30 | $8.3M | 78k | 106.82 |
| 2014-06-30 | $8.6M | 82k | 105.19 |
| 2014-03-31 | $8.6M | 86k | 99.84 |
| 2013-12-31 | $8.4M | 85k | 98.75 |
| 2013-09-30 | $6.3M | 70k | 89.36 |
| 2013-06-30 | $1.5M | 18k | 84.01 |
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