iShares S&P 500 Growth Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 312k | 120.72 |
| 2025-06-30 | $34M | 311k | 110.10 |
| 2025-03-31 | $15M | 160k | 92.83 |
| 2024-12-31 | $31M | 307k | 101.53 |
| 2024-09-30 | $31M | 325k | 95.75 |
| 2024-06-30 | $29M | 316k | 92.54 |
| 2024-03-31 | $25M | 291k | 84.44 |
| 2023-12-31 | $19M | 249k | 75.10 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors