iShares S&P 500 Growth Index shares owned by Copperleaf Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Copperleaf Capital
from 13F filings
Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 36k | 120.72 |
| 2025-06-30 | $5.7M | 52k | 110.10 |
| 2025-03-31 | $4.8M | 51k | 92.83 |
| 2024-12-31 | $5.1M | 50k | 101.53 |
| 2024-09-30 | $3.3M | 34k | 95.75 |
| 2024-06-30 | $3.1M | 33k | 92.54 |
| 2024-03-31 | $220k | 2.6k | 84.45 |
| 2023-12-31 | $933k | 12k | 75.10 |
| 2023-09-30 | $805k | 12k | 68.42 |