iShares S&P 500 Growth Index shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient 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 Gradient Capital Advisors 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 Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $525k | 5.5k | 95.75 |
| 2024-06-30 | $508k | 5.5k | 92.54 |
| 2024-03-31 | $433k | 5.1k | 84.44 |
| 2023-12-31 | $385k | 5.1k | 75.10 |
| 2023-09-30 | $350k | 5.1k | 68.42 |
| 2023-06-30 | $361k | 5.1k | 70.48 |
| 2023-03-31 | $327k | 5.1k | 63.89 |
| 2022-12-31 | $300k | 5.1k | 58.50 |
| 2022-09-30 | $296k | 5.1k | 57.79 |
| 2022-06-30 | $309k | 5.1k | 60.33 |
| 2022-03-31 | $247k | 3.2k | 76.52 |
| 2021-12-31 | $270k | 3.2k | 83.64 |
| 2021-09-30 | $239k | 3.2k | 74.04 |
| 2021-06-30 | $235k | 3.2k | 72.80 |
| 2021-03-31 | $210k | 3.2k | 65.06 |
| 2020-12-31 | $206k | 3.2k | 63.82 |