iShares S&P 500 Growth Index shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 44k | 120.72 |
| 2025-06-30 | $4.5M | 41k | 110.10 |
| 2025-03-31 | $3.5M | 38k | 92.83 |
| 2024-12-31 | $3.6M | 35k | 103.79 |
| 2024-09-30 | $2.9M | 31k | 95.26 |
| 2024-06-30 | $2.7M | 30k | 92.54 |
| 2024-03-31 | $2.5M | 30k | 84.44 |
| 2023-09-30 | $1.8M | 27k | 68.42 |
| 2023-06-30 | $1.9M | 27k | 72.42 |
| 2023-03-31 | $1.7M | 26k | 64.73 |
| 2022-12-31 | $1.6M | 26k | 63.22 |
More positions owned by Kapstone Financial Advisors
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