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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by SRS Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |