iShares S&P 500 Growth Index shares owned by Coldstream Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Coldstream Capital Management
from 13F filings
Historical chart of Coldstream Capital Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Coldstream Capital Management 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 Coldstream Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 86k | 120.72 |
| 2025-06-30 | $9.4M | 85k | 110.10 |
| 2025-03-31 | $8.5M | 92k | 92.83 |
| 2024-12-31 | $9.4M | 93k | 101.53 |
| 2024-09-30 | $9.0M | 95k | 95.75 |
| 2024-06-30 | $9.4M | 101k | 92.54 |
| 2024-03-31 | $8.1M | 95k | 84.44 |
| 2023-12-31 | $6.8M | 91k | 75.10 |
| 2023-09-30 | $6.0M | 87k | 68.42 |
| 2023-06-30 | $6.2M | 88k | 70.48 |
| 2023-03-31 | $5.7M | 90k | 63.89 |
| 2022-12-31 | $5.2M | 89k | 58.50 |
| 2022-06-30 | $647k | 11k | 60.35 |
| 2022-03-31 | $261k | 3.4k | 76.43 |
| 2021-12-31 | $286k | 3.4k | 83.77 |
| 2017-12-31 | $198k | 1.3k | 152.31 |
| 2017-09-30 | $294k | 2.1k | 143.07 |
More positions owned by Coldstream Capital Management
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