iShares S&P 500 Growth Index shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital 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 Fortis Capital Advisors 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 Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 18k | 95.75 |
| 2024-06-30 | $1.6M | 18k | 92.54 |
| 2024-03-31 | $915k | 11k | 84.44 |
| 2023-12-31 | $814k | 11k | 75.10 |
| 2023-09-30 | $807k | 12k | 68.42 |
| 2023-06-30 | $832k | 12k | 70.48 |
| 2023-03-31 | $690k | 11k | 63.89 |
| 2022-12-31 | $664k | 11k | 58.50 |