iShares S&P 500 Growth Index shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group 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 Curtis Advisory Group 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 Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $625k | 5.2k | 120.72 |
| 2025-06-30 | $570k | 5.2k | 110.10 |
| 2025-03-31 | $481k | 5.2k | 92.83 |
| 2024-12-31 | $2.2M | 22k | 101.53 |
| 2024-09-30 | $2.0M | 21k | 95.75 |
| 2024-06-30 | $1.9M | 20k | 92.54 |
| 2024-03-31 | $510k | 6.0k | 84.44 |
| 2023-12-31 | $639k | 8.5k | 75.10 |
| 2023-09-30 | $582k | 8.5k | 68.42 |
| 2023-06-30 | $605k | 8.6k | 70.48 |
| 2023-03-31 | $548k | 8.6k | 63.89 |
| 2022-12-31 | $502k | 8.6k | 58.50 |
| 2022-09-30 | $301k | 5.2k | 57.93 |
| 2022-06-30 | $314k | 5.2k | 60.43 |
| 2022-03-31 | $397k | 5.2k | 76.40 |
| 2021-12-31 | $410k | 4.9k | 83.74 |
| 2021-09-30 | $362k | 4.9k | 73.94 |
| 2021-06-30 | $356k | 4.9k | 72.71 |
| 2021-03-31 | $319k | 4.9k | 65.16 |
| 2020-12-31 | $312k | 4.9k | 63.73 |
| 2020-09-30 | $283k | 1.2k | 231.21 |
| 2020-06-30 | $254k | 1.2k | 207.52 |
| 2020-03-31 | $202k | 1.2k | 165.03 |
| 2019-12-31 | $237k | 1.2k | 193.63 |