iShares S&P 500 Growth Index shares owned by Personal Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Personal Capital Advisors
from 13F filings
Historical chart of Personal Capital 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 Personal Capital 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 Personal Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $664k | 11k | 58.50 |
| 2022-09-30 | $665k | 12k | 57.87 |
| 2022-06-30 | $687k | 11k | 60.38 |
| 2022-03-31 | $770k | 10k | 76.41 |
| 2021-12-31 | $1.1M | 16k | 69.62 |
| 2021-09-30 | $812k | 11k | 73.90 |
| 2021-06-30 | $793k | 11k | 72.77 |
| 2021-03-31 | $695k | 11k | 65.07 |
| 2020-12-31 | $1.1M | 18k | 63.83 |
| 2020-09-30 | $784k | 3.4k | 231.20 |
| 2020-06-30 | $721k | 3.5k | 207.48 |
| 2020-03-31 | $720k | 4.4k | 164.95 |
| 2019-12-31 | $942k | 4.9k | 193.67 |
| 2019-09-30 | $482k | 2.7k | 179.72 |
| 2019-06-30 | $456k | 2.5k | 179.17 |
| 2019-03-31 | $395k | 2.3k | 172.34 |
| 2018-12-31 | $206k | 1.4k | 150.47 |