iShares S&P 500 Growth Index shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Evergreen Capital Management 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 Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 82k | 120.72 |
| 2025-06-30 | $8.7M | 79k | 110.10 |
| 2025-03-31 | $8.2M | 89k | 92.83 |
| 2024-12-31 | $14M | 137k | 101.53 |
| 2024-09-30 | $17M | 180k | 95.75 |
| 2024-06-30 | $17M | 179k | 92.54 |
| 2024-03-31 | $15M | 180k | 84.44 |
| 2023-12-31 | $15M | 193k | 75.10 |
| 2023-09-30 | $13M | 190k | 68.64 |
| 2023-06-30 | $14M | 192k | 70.48 |
| 2023-03-31 | $12M | 194k | 63.89 |
| 2022-12-31 | $11M | 188k | 58.50 |
| 2022-09-30 | $11M | 191k | 57.85 |
| 2022-06-30 | $12M | 193k | 60.35 |
| 2022-03-31 | $15M | 201k | 76.38 |
| 2021-12-31 | $17M | 203k | 83.67 |
| 2021-09-30 | $15M | 202k | 73.91 |
| 2021-06-30 | $15M | 201k | 72.73 |
| 2021-03-31 | $14M | 209k | 65.11 |
| 2020-12-31 | $14M | 218k | 63.82 |
| 2020-09-30 | $13M | 54k | 231.08 |
| 2020-06-30 | $12M | 59k | 207.50 |
| 2020-03-31 | $11M | 69k | 165.05 |
| 2019-12-31 | $12M | 62k | 193.64 |
| 2019-09-30 | $12M | 64k | 180.02 |
| 2019-06-30 | $12M | 64k | 179.24 |
| 2019-03-31 | $12M | 72k | 172.36 |
| 2018-12-31 | $11M | 72k | 150.67 |
| 2018-09-30 | $13M | 73k | 177.17 |
| 2018-06-30 | $13M | 77k | 162.62 |
| 2018-03-31 | $12M | 77k | 155.06 |
| 2017-12-31 | $13M | 87k | 152.77 |
| 2017-09-30 | $13M | 92k | 143.42 |
| 2017-06-30 | $13M | 93k | 136.67 |
| 2017-03-31 | $11M | 86k | 132.39 |
| 2016-12-31 | $12M | 95k | 121.79 |
| 2016-09-30 | $12M | 96k | 121.66 |
| 2016-06-30 | $11M | 98k | 116.58 |
| 2016-03-31 | $12M | 100k | 115.49 |
| 2015-12-31 | $12M | 101k | 115.80 |
| 2015-09-30 | $11M | 104k | 107.80 |
| 2015-06-30 | $9.2M | 82k | 112.68 |
| 2015-03-31 | $9.6M | 84k | 113.95 |
| 2014-12-31 | $11M | 103k | 106.82 |
| 2014-09-30 | $11M | 103k | 107.04 |
| 2014-06-30 | $11M | 102k | 104.23 |
| 2014-03-31 | $11M | 107k | 98.59 |
| 2013-12-31 | $11M | 114k | 98.75 |
| 2013-09-30 | $10M | 116k | 89.36 |
| 2013-06-30 | $10M | 120k | 84.01 |
| 2011-03-31 | $6.4M | 93k | 68.71 |
More positions owned by Evergreen Capital Management
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