iShares S&P 500 Growth Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 252k | 95.75 |
| 2024-06-30 | $23M | 247k | 92.54 |
| 2024-03-31 | $21M | 249k | 84.45 |
| 2023-12-31 | $18M | 240k | 75.10 |
| 2023-09-30 | $16M | 230k | 68.42 |
| 2023-06-30 | $16M | 221k | 70.48 |
| 2023-03-31 | $14M | 219k | 63.89 |
| 2022-12-31 | $13M | 223k | 58.50 |
| 2022-09-30 | $14M | 245k | 57.85 |
| 2022-06-30 | $16M | 257k | 60.35 |
| 2022-03-31 | $19M | 254k | 76.38 |
| 2021-12-31 | $21M | 246k | 83.67 |
| 2021-06-30 | $13M | 172k | 72.73 |
| 2021-03-31 | $1.8M | 28k | 65.09 |
| 2020-12-31 | $1.8M | 29k | 63.82 |
| 2020-09-30 | $4.3M | 19k | 231.10 |
| 2020-06-30 | $2.4M | 12k | 207.46 |
| 2019-12-31 | $2.3M | 12k | 193.61 |