iShares S&P 500 Growth Index shares owned by Genesee Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Genesee Capital Advisors
from 13F filings
Historical chart of Genesee Capital Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Genesee 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 Genesee Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 2.6k | 120.72 |
| 2025-06-30 | $291k | 2.6k | 110.10 |
| 2025-03-31 | $245k | 2.6k | 92.83 |
| 2024-12-31 | $268k | 2.6k | 101.53 |
| 2024-09-30 | $253k | 2.6k | 95.75 |
| 2024-06-30 | $245k | 2.6k | 92.54 |
| 2024-03-31 | $225k | 2.7k | 84.44 |
| 2023-12-31 | $200k | 2.7k | 75.10 |
| 2022-03-31 | $204k | 2.7k | 76.46 |
| 2021-12-31 | $223k | 2.7k | 83.58 |