iShares S&P 500 Growth Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $64M | 849k | 75.10 |
| 2023-09-30 | $58M | 853k | 68.42 |
| 2023-06-30 | $55M | 783k | 70.48 |
| 2023-03-31 | $41M | 641k | 63.89 |
| 2022-12-31 | $32B | 553M | 58.50 |
| 2022-09-30 | $29M | 496k | 57.85 |
| 2022-06-30 | $31M | 514k | 60.35 |
| 2022-03-31 | $28M | 362k | 76.38 |
| 2021-12-31 | $29M | 349k | 83.67 |
| 2021-09-30 | $25M | 341k | 73.91 |
| 2021-06-30 | $24M | 325k | 72.73 |
| 2021-03-31 | $18M | 282k | 65.11 |
| 2020-12-31 | $18M | 282k | 63.82 |
| 2020-09-30 | $16M | 279k | 57.77 |
| 2020-06-30 | $14M | 68k | 207.49 |
| 2020-03-31 | $9.6M | 58k | 165.05 |
| 2019-12-31 | $11M | 57k | 193.64 |
| 2019-09-30 | $9.8M | 55k | 180.03 |
| 2019-06-30 | $8.6M | 19k | 467.16 |
| 2019-03-31 | $9.1M | 29k | 317.41 |
| 2018-12-31 | $12M | 77k | 150.67 |
| 2018-09-30 | $14M | 80k | 177.17 |
| 2018-06-30 | $13M | 79k | 162.62 |
| 2018-03-31 | $12M | 77k | 155.08 |
| 2017-12-31 | $12M | 76k | 152.77 |
| 2017-09-30 | $11M | 80k | 143.41 |
| 2017-06-30 | $13M | 93k | 136.85 |
| 2017-03-31 | $8.4M | 64k | 131.53 |
| 2016-12-31 | $7.9M | 65k | 121.78 |
| 2016-09-30 | $7.7M | 63k | 121.66 |
| 2016-06-30 | $6.7M | 58k | 116.57 |
| 2016-03-31 | $6.2M | 53k | 115.89 |
| 2015-12-31 | $5.6M | 49k | 115.79 |
| 2015-09-30 | $5.3M | 49k | 107.81 |
| 2015-06-30 | $5.5M | 48k | 113.86 |
| 2015-03-31 | $6.9M | 60k | 113.95 |
| 2014-12-31 | $6.6M | 59k | 111.59 |
| 2014-09-30 | $6.3M | 59k | 106.82 |
| 2014-06-30 | $6.3M | 60k | 105.18 |
| 2014-03-31 | $5.9M | 59k | 99.83 |
| 2013-12-31 | $6.0M | 61k | 98.75 |
| 2013-09-30 | $5.3M | 60k | 89.37 |
| 2013-06-30 | $5.1M | 61k | 84.02 |
| 2013-03-31 | $4.9M | 60k | 82.37 |
| 2012-12-31 | $4.2M | 55k | 75.74 |
| 2012-09-30 | $4.0M | 51k | 77.85 |
| 2012-06-30 | $3.8M | 52k | 73.51 |
| 2012-03-31 | $3.8M | 51k | 75.37 |
| 2011-12-31 | $3.3M | 49k | 67.43 |
| 2011-09-30 | $2.5M | 41k | 61.23 |
| 2011-06-30 | $2.5M | 37k | 68.72 |
| 2011-03-31 | $2.5M | 37k | 68.72 |
| 2010-12-31 | $2.8M | 43k | 65.65 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors