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iShares S&P 500 Growth Index shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 468k 95.75
2024-06-30 $44M 477k 92.54
2024-03-31 $41M 483k 84.44
2023-12-31 $42M 562k 75.10
2023-09-30 $41M 596k 68.42
2023-06-30 $41M 580k 70.48
2023-03-31 $37M 576k 63.89
2022-12-31 $32M 552k 58.50
2022-09-30 $25M 429k 57.85
2022-06-30 $25M 418k 60.35
2022-03-31 $26M 334k 76.38
2021-12-31 $24M 288k 83.67
2021-09-30 $17M 235k 73.91
2021-06-30 $14M 188k 72.73
2021-03-31 $8.5M 131k 65.11
2020-12-31 $3.2M 50k 63.82
2020-09-30 $2.9M 12k 233.36
2020-06-30 $2.8M 14k 209.69
2020-03-31 $3.2M 20k 158.00
2019-12-31 $4.6M 23k 196.29
2019-09-30 $2.0M 11k 180.03
2019-06-30 $1.5M 8.2k 179.21
2019-03-31 $1.4M 8.1k 172.40
2018-12-31 $970k 6.4k 150.60
2018-09-30 $830k 4.7k 177.54
2018-06-30 $918k 5.6k 163.03
2018-03-31 $890k 5.9k 151.28
2017-12-31 $421k 2.8k 152.65
2017-09-30 $2.6M 18k 143.48
2017-06-30 $2.5M 18k 136.90
2017-03-31 $2.4M 18k 131.52
2016-12-31 $4.0M 33k 121.78
2016-09-30 $14k 124 112.90
2016-06-30 $18k 157 114.65
2016-03-31 $18k 157 114.65
2015-12-31 $14k 124 112.90
2015-09-30 $13k 124 104.84
2015-06-30 $59M 283k 207.22
2015-03-31 $14k 124 113.95
2014-12-31 $14k 124 112.90
2014-06-30 $15k 144 104.17
2014-03-31 $12k 124 96.77
2013-12-31 $14k 144 97.22
2013-09-30 $11k 124 88.71
2013-06-30 $12k 144 83.33
2013-03-31 $10k 124 80.65
2012-12-31 $9.0k 124 72.58
2012-09-30 $10k 124 80.65

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index