iShares S&P 500 Growth Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.5M | 40k | 113.11 |
| 2025-12-31 | $25M | 204k | 123.26 |
| 2025-06-30 | $24M | 194k | 123.35 |
| 2025-03-31 | $1.5M | 16k | 92.83 |
| 2024-12-31 | $450k | 4.4k | 101.54 |
| 2024-09-30 | $1.8M | 19k | 95.75 |
| 2024-06-30 | $443k | 4.8k | 92.55 |
| 2024-03-31 | $384k | 4.5k | 84.43 |
| 2023-12-31 | $316k | 4.2k | 75.11 |
| 2023-09-30 | $298k | 4.4k | 68.42 |
| 2023-06-30 | $318k | 4.5k | 70.48 |
| 2023-03-31 | $288k | 4.5k | 63.89 |
| 2022-12-31 | $263k | 4.5k | 58.50 |
| 2022-09-30 | $293k | 5.1k | 57.77 |
| 2022-06-30 | $28M | 458k | 60.35 |
| 2022-03-31 | $396k | 5.2k | 76.30 |
| 2021-12-31 | $3.6M | 43k | 83.68 |
| 2021-09-30 | $3.4M | 46k | 73.91 |
| 2021-06-30 | $586k | 8.1k | 72.75 |
| 2020-12-31 | $516k | 8.1k | 63.76 |
| 2020-09-30 | $3.3M | 14k | 231.09 |
| 2020-06-30 | $2.9M | 14k | 207.45 |
| 2020-03-31 | $2.2M | 13k | 165.08 |
| 2019-12-31 | $468k | 2.4k | 193.47 |
| 2019-09-30 | $432k | 2.4k | 180.08 |
| 2019-06-30 | $483k | 2.7k | 179.42 |
| 2018-12-31 | $359k | 2.4k | 150.71 |
| 2018-09-30 | $931k | 5.3k | 177.13 |
| 2018-06-30 | $941k | 5.8k | 162.47 |
| 2018-03-31 | $838k | 5.4k | 155.04 |
| 2017-12-31 | $882k | 5.8k | 152.65 |
| 2017-09-30 | $865k | 6.0k | 143.40 |
| 2017-06-30 | $1.2M | 8.9k | 133.05 |
| 2017-03-31 | $1.1M | 8.6k | 131.48 |
| 2016-12-31 | $919k | 7.5k | 121.75 |