iShares S&P 500 Growth Index shares owned by Cornerstone Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cornerstone Advisory
from 13F filings
Historical chart of Cornerstone Advisory 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 Cornerstone Advisory 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 Cornerstone Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 15k | 95.75 |
2024-06-30 | $1.3M | 15k | 92.54 |
2024-03-31 | $1.2M | 15k | 84.44 |
2023-09-30 | $999k | 15k | 68.42 |
2023-06-30 | $1.0M | 15k | 70.48 |
2023-03-31 | $949k | 15k | 63.89 |
2022-12-31 | $869k | 15k | 58.50 |
2022-09-30 | $859k | 15k | 57.88 |
2022-06-30 | $896k | 15k | 60.37 |
2022-03-31 | $1.5M | 19k | 76.39 |
2021-12-31 | $1.6M | 19k | 83.70 |
2021-09-30 | $1.5M | 20k | 73.93 |
2021-06-30 | $1.4M | 20k | 72.75 |
2021-03-31 | $1.3M | 20k | 65.13 |
2020-12-31 | $1.3M | 20k | 63.81 |
2020-09-30 | $1.2M | 5.1k | 231.04 |
2020-06-30 | $1.1M | 5.1k | 207.55 |
2020-03-31 | $729k | 4.4k | 164.97 |
2019-12-31 | $647k | 3.3k | 193.54 |
2019-09-30 | $623k | 3.5k | 180.06 |
2019-06-30 | $724k | 4.0k | 179.12 |
2019-03-31 | $700k | 4.1k | 172.41 |
2018-12-31 | $754k | 5.0k | 150.68 |
2018-09-30 | $896k | 5.1k | 177.29 |
2018-06-30 | $737k | 4.5k | 162.69 |
2018-03-31 | $783k | 5.0k | 155.14 |
2017-12-31 | $911k | 6.0k | 152.80 |
2017-09-30 | $721k | 5.0k | 143.51 |
2017-06-30 | $826k | 6.0k | 136.85 |
2017-03-31 | $794k | 6.0k | 131.54 |
2016-12-31 | $734k | 6.0k | 121.74 |
2016-09-30 | $731k | 6.0k | 121.61 |
2016-06-30 | $712k | 6.1k | 116.51 |
2016-03-31 | $707k | 6.1k | 115.88 |
2015-12-31 | $715k | 6.2k | 115.75 |