iShares S&P 500 Growth Index shares owned by Sonata Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sonata Capital
from 13F filings
Historical chart of Sonata Capital investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Sonata 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 Sonata Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 72k | 120.72 |
| 2025-06-30 | $7.9M | 72k | 110.10 |
| 2025-03-31 | $6.8M | 73k | 92.83 |
| 2024-12-31 | $7.6M | 75k | 101.54 |
| 2024-09-30 | $7.1M | 75k | 95.75 |
| 2024-06-30 | $7.6M | 82k | 92.54 |
| 2024-03-31 | $7.0M | 83k | 84.44 |
| 2023-12-31 | $6.3M | 84k | 75.11 |
| 2023-09-30 | $5.8M | 85k | 68.41 |
| 2023-06-30 | $6.0M | 85k | 70.48 |
| 2023-03-31 | $5.4M | 85k | 63.88 |
| 2022-12-31 | $5.1M | 88k | 58.50 |
| 2022-09-30 | $5.2M | 89k | 57.85 |
| 2022-06-30 | $5.5M | 90k | 60.35 |
| 2022-03-31 | $6.9M | 91k | 76.38 |
| 2021-12-31 | $7.7M | 92k | 83.67 |
| 2021-09-30 | $7.0M | 94k | 73.91 |
| 2021-06-30 | $6.8M | 94k | 72.73 |
| 2021-03-31 | $6.3M | 97k | 65.11 |
| 2020-12-31 | $6.4M | 101k | 63.82 |
| 2020-09-30 | $5.7M | 25k | 231.10 |
| 2020-06-30 | $5.1M | 25k | 207.49 |
| 2020-03-31 | $4.1M | 25k | 165.07 |
| 2019-12-31 | $5.1M | 26k | 193.63 |
| 2019-09-30 | $4.9M | 28k | 180.02 |
| 2019-06-30 | $5.0M | 28k | 179.25 |
| 2019-03-31 | $6.6M | 38k | 172.36 |
| 2018-12-31 | $5.9M | 39k | 150.68 |
| 2018-09-30 | $7.0M | 40k | 177.18 |
| 2018-06-30 | $6.4M | 39k | 162.60 |
| 2018-03-31 | $6.3M | 41k | 155.06 |
| 2017-12-31 | $6.6M | 43k | 152.77 |
| 2017-09-30 | $6.3M | 44k | 143.42 |
| 2017-06-30 | $6.6M | 48k | 136.85 |
| 2017-03-31 | $6.5M | 50k | 131.52 |
| 2016-12-31 | $6.2M | 51k | 121.80 |
| 2016-09-30 | $6.6M | 54k | 121.66 |
| 2016-06-30 | $6.3M | 54k | 116.57 |
| 2016-03-31 | $6.7M | 57k | 115.90 |
| 2015-12-31 | $6.8M | 59k | 115.80 |
| 2015-09-30 | $6.3M | 58k | 107.80 |
| 2015-06-30 | $6.5M | 58k | 113.86 |
| 2015-03-31 | $4.9M | 43k | 113.96 |
| 2014-12-31 | $4.6M | 41k | 111.60 |