iShares S&P 500 Growth Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Summit Trail 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 Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.2M | 31k | 137.53 |
| 2026-03-31 | $3.3M | 30k | 113.11 |
| 2025-12-31 | $2.0M | 16k | 123.26 |
| 2025-09-30 | $2.2M | 18k | 120.72 |
| 2025-06-30 | $2.0M | 18k | 110.10 |
| 2024-09-30 | $291k | 3.0k | 95.75 |
| 2024-06-30 | $281k | 3.0k | 92.54 |
| 2021-12-31 | $1.5M | 17k | 83.64 |
| 2021-09-30 | $1.9M | 26k | 73.91 |
| 2021-06-30 | $2.2M | 30k | 72.71 |
| 2021-03-31 | $2.6M | 41k | 65.11 |
| 2020-12-31 | $2.7M | 43k | 63.81 |
| 2020-09-30 | $2.6M | 43k | 60.31 |
| 2020-06-30 | $1.7M | 8.1k | 207.54 |
| 2020-03-31 | $1.3M | 8.1k | 165.01 |