iShares S&P 500 Growth Index shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Sunbelt Securities 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 Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 184k | 95.75 |
| 2024-06-30 | $17M | 181k | 92.54 |
| 2024-03-31 | $15M | 181k | 84.44 |
| 2023-12-31 | $14M | 190k | 75.10 |
| 2023-09-30 | $13M | 191k | 68.42 |
| 2023-06-30 | $13M | 181k | 70.48 |
| 2023-03-31 | $11M | 176k | 62.97 |
| 2022-12-31 | $9.5M | 163k | 58.50 |
| 2022-09-30 | $9.5M | 164k | 57.85 |
| 2022-06-30 | $8.7M | 145k | 60.35 |
| 2022-03-31 | $11M | 140k | 77.71 |
| 2021-12-31 | $10M | 136k | 76.20 |
| 2021-09-30 | $9.8M | 132k | 74.12 |
| 2021-06-30 | $9.8M | 132k | 74.12 |
| 2021-03-31 | $8.5M | 131k | 65.11 |
| 2020-12-31 | $7.7M | 121k | 63.82 |
| 2020-09-30 | $6.8M | 29k | 231.41 |
| 2020-06-30 | $5.8M | 28k | 207.66 |
| 2020-03-31 | $19M | 103k | 181.51 |
| 2019-12-31 | $2.4M | 49k | 48.39 |
| 2019-09-30 | $8.2M | 45k | 180.03 |
| 2019-06-30 | $4.2M | 24k | 179.25 |
| 2019-03-31 | $4.1M | 24k | 172.37 |
| 2018-12-31 | $4.1M | 23k | 177.16 |
| 2018-09-30 | $4.1M | 23k | 177.16 |
| 2018-06-30 | $3.8M | 23k | 162.59 |
| 2018-03-31 | $3.5M | 23k | 155.07 |
| 2017-12-31 | $3.8M | 25k | 152.77 |
| 2017-09-30 | $3.6M | 25k | 143.41 |
| 2017-06-30 | $3.3M | 24k | 136.86 |
| 2017-03-31 | $3.2M | 24k | 131.52 |
| 2016-12-31 | $3.0M | 25k | 121.78 |
| 2016-09-30 | $2.9M | 24k | 121.67 |
| 2016-06-30 | $2.5M | 22k | 116.58 |
| 2016-03-31 | $2.3M | 20k | 115.88 |
| 2015-12-31 | $2.3M | 20k | 115.81 |
| 2015-09-30 | $2.2M | 20k | 107.80 |
| 2015-06-30 | $2.3M | 20k | 113.86 |
| 2015-03-31 | $2.2M | 20k | 113.95 |
| 2014-12-31 | $2.2M | 19k | 111.58 |