iShares S&P 500 Growth Index shares owned by Private Advisor
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Private Advisor 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 Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $56M | 581k | 95.75 |
| 2024-06-30 | $41M | 447k | 92.54 |
| 2024-03-31 | $34M | 406k | 84.44 |
| 2023-12-31 | $30M | 394k | 75.10 |
| 2023-09-30 | $26M | 377k | 68.42 |
| 2023-06-30 | $30M | 428k | 70.94 |
| 2023-03-31 | $24M | 382k | 63.89 |
| 2022-12-31 | $2.4M | 348k | 6.78 |
| 2022-09-30 | $19M | 323k | 57.85 |
| 2022-06-30 | $24M | 403k | 60.35 |
| 2022-03-31 | $46M | 546k | 83.67 |
| 2021-12-31 | $46M | 546k | 83.67 |
| 2021-09-30 | $52M | 697k | 73.91 |
| 2021-06-30 | $33M | 447k | 72.73 |
| 2021-03-31 | $34M | 520k | 65.11 |
| 2020-12-31 | $41M | 640k | 63.82 |
| 2020-09-30 | $36M | 161k | 225.44 |
| 2020-06-30 | $35M | 167k | 207.50 |
| 2020-03-31 | $28M | 171k | 165.05 |
| 2019-12-31 | $22M | 111k | 193.64 |
| 2019-09-30 | $31M | 171k | 181.08 |
| 2019-06-30 | $28M | 154k | 178.89 |
| 2019-03-31 | $26M | 153k | 172.06 |
| 2018-12-31 | $27M | 180k | 150.67 |
| 2018-09-30 | $32M | 180k | 177.17 |
| 2018-06-30 | $10M | 62k | 163.32 |
| 2018-03-31 | $9.8M | 63k | 155.08 |
| 2017-12-31 | $8.6M | 55k | 156.42 |
| 2017-09-30 | $22M | 151k | 145.19 |
| 2017-06-30 | $18M | 129k | 137.52 |
| 2017-03-31 | $17M | 128k | 131.23 |
| 2016-12-31 | $15M | 119k | 124.46 |
| 2016-09-30 | $10M | 84k | 120.86 |
| 2016-06-30 | $9.9M | 84k | 117.22 |
| 2016-03-31 | $9.8M | 82k | 120.15 |
| 2015-12-31 | $11M | 94k | 115.78 |
| 2015-09-30 | $8.1M | 75k | 107.78 |
| 2015-06-30 | $6.5M | 57k | 113.85 |
| 2015-03-31 | $6.6M | 58k | 113.95 |
| 2014-12-31 | $6.1M | 55k | 111.60 |
| 2014-09-30 | $6.1M | 57k | 106.82 |
| 2014-06-30 | $5.1M | 49k | 105.19 |
| 2014-03-31 | $4.1M | 41k | 99.83 |
| 2013-12-31 | $3.0M | 30k | 98.76 |