iShares S&P 500 Growth Index shares owned by St. Clair Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by St. Clair Advisors
from 13F filings
Historical chart of St. Clair Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by St. Clair Advisors 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 St. Clair Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 50k | 120.72 |
| 2025-06-30 | $5.5M | 50k | 110.10 |
| 2025-03-31 | $4.7M | 51k | 92.83 |
| 2024-09-30 | $4.9M | 51k | 95.75 |
| 2024-06-30 | $5.1M | 55k | 92.54 |
| 2024-03-31 | $4.6M | 55k | 84.44 |
| 2023-12-31 | $4.1M | 55k | 75.10 |
| 2023-09-30 | $4.0M | 58k | 68.42 |
| 2023-06-30 | $4.2M | 59k | 70.48 |
| 2023-03-31 | $3.8M | 59k | 63.89 |
| 2022-12-31 | $3.4M | 59k | 58.50 |
| 2022-09-30 | $3.4M | 59k | 57.85 |
| 2022-06-30 | $3.6M | 59k | 60.35 |
| 2022-03-31 | $4.4M | 57k | 76.38 |
| 2021-12-31 | $4.7M | 57k | 83.67 |
| 2021-09-30 | $4.4M | 60k | 73.91 |
| 2021-06-30 | $1.6M | 22k | 72.73 |
| 2021-03-31 | $1.4M | 22k | 65.11 |
| 2020-12-31 | $1.4M | 22k | 63.82 |