iShares S&P 500 Growth Index shares owned by Kings Point Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Kings Point Capital Management
from 13F filings
Historical chart of Kings Point Capital Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Kings Point Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Kings Point Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-03-31 | $137k | 1.8k | 76.11 |
2021-12-31 | $151k | 1.8k | 83.89 |
2021-09-30 | $155k | 2.1k | 73.81 |
2021-06-30 | $131k | 1.8k | 72.78 |
2021-03-31 | $117k | 1.8k | 65.00 |
2020-12-31 | $115k | 1.8k | 63.89 |
2020-09-30 | $104k | 450 | 231.11 |
2020-06-30 | $93k | 450 | 206.67 |
2020-03-31 | $605k | 3.7k | 165.12 |
2019-12-31 | $853k | 4.4k | 193.69 |
2019-09-30 | $793k | 4.4k | 180.06 |
2019-06-30 | $789k | 4.4k | 179.16 |
2019-03-31 | $759k | 4.4k | 172.34 |
2018-12-31 | $664k | 4.4k | 150.77 |
2018-09-30 | $780k | 4.4k | 177.11 |
2018-06-30 | $716k | 4.4k | 162.58 |
2018-03-31 | $979k | 6.3k | 155.08 |
2017-12-31 | $928k | 6.1k | 152.81 |
2017-09-30 | $871k | 6.1k | 143.42 |
2017-06-30 | $831k | 6.1k | 136.84 |
2017-03-31 | $799k | 6.1k | 131.57 |
2016-12-31 | $740k | 6.1k | 121.85 |
2016-09-30 | $18k | 150 | 120.00 |
2016-06-30 | $17k | 150 | 113.33 |
2016-03-31 | $17k | 150 | 113.33 |
2015-12-31 | $17k | 150 | 113.33 |
2015-09-30 | $16k | 150 | 106.67 |
2015-06-30 | $17k | 150 | 113.33 |
2015-03-31 | $17k | 150 | 113.33 |
2014-12-31 | $17k | 150 | 113.33 |
2014-09-30 | $16k | 150 | 106.67 |
2014-06-30 | $16k | 150 | 106.67 |
2014-03-31 | $15k | 150 | 100.00 |
2013-12-31 | $15k | 150 | 100.00 |
2013-09-30 | $13k | 150 | 86.67 |
2013-06-30 | $13k | 150 | 86.67 |
More positions owned by Kings Point Capital Management
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