iShares S&P 500 Growth Index shares owned by Shearwater Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Shearwater Capital
from 13F filings
Historical chart of Shearwater Capital investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Shearwater Capital 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 Shearwater Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $402k | 4.0k | 101.53 |
| 2024-09-30 | $400k | 4.2k | 95.75 |
| 2024-06-30 | $400k | 4.3k | 92.54 |
| 2024-03-31 | $380k | 4.5k | 84.44 |
| 2023-12-31 | $352k | 4.7k | 75.10 |
| 2023-09-30 | $331k | 4.8k | 68.42 |
| 2023-06-30 | $341k | 4.8k | 70.48 |
| 2023-03-31 | $315k | 4.9k | 63.89 |
| 2022-12-31 | $288k | 4.9k | 58.50 |
| 2022-09-30 | $285k | 4.9k | 57.89 |
| 2022-06-30 | $297k | 4.9k | 60.33 |
| 2022-03-31 | $376k | 4.9k | 76.38 |
| 2021-12-31 | $412k | 4.9k | 83.69 |
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