iShares S&P 500 Growth Index shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $129M | 1.3M | 101.53 |
| 2024-09-30 | $129M | 1.3M | 95.75 |
| 2024-06-30 | $137M | 1.5M | 92.54 |
| 2024-03-31 | $88M | 1.0M | 84.44 |
| 2023-12-31 | $44M | 585k | 75.10 |
| 2023-09-30 | $29M | 419k | 68.42 |
| 2023-06-30 | $36M | 507k | 70.48 |
| 2023-03-31 | $34M | 533k | 63.89 |
| 2022-12-31 | $33M | 571k | 58.50 |
| 2022-09-30 | $36M | 620k | 57.85 |
| 2022-06-30 | $39M | 653k | 60.35 |
| 2022-03-31 | $51M | 673k | 76.38 |
| 2021-12-31 | $58M | 696k | 83.67 |
| 2021-09-30 | $58M | 782k | 73.91 |
| 2021-06-30 | $59M | 815k | 72.73 |
| 2021-03-31 | $55M | 849k | 65.11 |
| 2020-12-31 | $57M | 897k | 63.82 |
| 2020-09-30 | $55M | 236k | 231.08 |
| 2020-06-30 | $50M | 241k | 207.49 |
| 2020-03-31 | $40M | 251k | 158.24 |
| 2019-12-31 | $51M | 263k | 193.64 |
| 2019-09-30 | $49M | 271k | 180.03 |
| 2019-06-30 | $51M | 282k | 179.24 |
| 2019-03-31 | $50M | 287k | 172.36 |
| 2018-12-31 | $58M | 385k | 150.67 |
| 2018-09-30 | $67M | 381k | 177.17 |
| 2018-06-30 | $57M | 352k | 162.61 |
| 2018-03-31 | $54M | 348k | 155.07 |
| 2017-12-31 | $56M | 366k | 153.47 |
| 2017-09-30 | $55M | 382k | 143.42 |
| 2017-06-30 | $52M | 380k | 136.85 |
| 2017-03-31 | $48M | 362k | 131.52 |
| 2016-12-31 | $43M | 356k | 121.79 |
| 2016-09-30 | $72M | 595k | 121.66 |
| 2016-06-30 | $67M | 573k | 117.00 |
| 2016-03-31 | $46M | 398k | 115.89 |
| 2015-12-31 | $68M | 589k | 115.80 |
| 2015-09-30 | $46M | 430k | 107.80 |
| 2015-06-30 | $55M | 483k | 113.86 |
| 2015-03-31 | $50M | 440k | 114.51 |
| 2014-12-31 | $51M | 454k | 111.60 |
| 2014-09-30 | $79M | 739k | 106.82 |
| 2014-06-30 | $88M | 835k | 105.19 |
| 2014-03-31 | $87M | 872k | 99.84 |
| 2013-12-31 | $277k | 2.8k | 98.65 |
| 2013-09-30 | $71M | 793k | 89.36 |
| 2013-06-30 | $62M | 736k | 84.01 |
| 2013-03-31 | $27M | 329k | 82.38 |
| 2012-12-31 | $24M | 319k | 75.74 |
| 2012-09-30 | $24M | 303k | 77.85 |
| 2012-06-30 | $22M | 299k | 73.51 |
| 2011-12-31 | $6.9M | 103k | 67.43 |
| 2011-09-30 | $5.8M | 94k | 61.25 |
| 2011-03-31 | $7.0M | 102k | 68.71 |
| 2010-12-31 | $7.1M | 108k | 65.65 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers