iShares S&P 500 Growth Index shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth Advisory Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Compton Wealth Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $6.6M | 65k | 101.53 |
2024-09-30 | $6.2M | 65k | 95.75 |
2024-06-30 | $6.0M | 65k | 92.54 |
2024-03-31 | $5.6M | 66k | 84.44 |
2023-12-31 | $5.0M | 66k | 75.10 |
2023-09-30 | $4.6M | 67k | 68.42 |
2023-06-30 | $6.4M | 91k | 70.48 |
2023-03-31 | $5.8M | 91k | 63.89 |
2022-12-31 | $3.3M | 57k | 58.50 |
2022-09-30 | $3.2M | 55k | 57.84 |
2022-06-30 | $2.2M | 37k | 60.34 |
2022-03-31 | $2.7M | 35k | 76.40 |
2021-12-31 | $3.3M | 39k | 83.68 |
2021-09-30 | $2.9M | 39k | 73.92 |
2021-06-30 | $2.9M | 41k | 72.72 |
2021-03-31 | $2.9M | 45k | 65.11 |
2020-12-31 | $2.9M | 45k | 63.83 |
2020-09-30 | $2.5M | 11k | 231.04 |
2020-06-30 | $2.3M | 11k | 207.48 |
2020-03-31 | $2.0M | 12k | 165.07 |
2019-12-31 | $2.6M | 14k | 193.64 |
2019-09-30 | $2.7M | 15k | 180.02 |
2019-06-30 | $2.8M | 15k | 179.25 |
2019-03-31 | $2.7M | 16k | 172.38 |
2018-12-31 | $2.4M | 16k | 150.67 |
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