iShares S&P 500 Growth Index shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 22k | 95.75 |
| 2024-06-30 | $2.3M | 25k | 92.54 |
| 2024-03-31 | $1.3M | 15k | 84.44 |
| 2023-12-31 | $606k | 8.1k | 75.10 |
| 2023-09-30 | $608k | 8.9k | 68.42 |
| 2023-06-30 | $289k | 4.1k | 70.48 |
| 2023-03-31 | $286k | 4.5k | 63.89 |
| 2022-12-31 | $262k | 4.5k | 58.50 |
| 2022-09-30 | $259k | 4.5k | 57.89 |
| 2022-06-30 | $270k | 4.5k | 60.35 |
| 2022-03-31 | $395k | 5.2k | 76.34 |
| 2021-12-31 | $398k | 4.8k | 83.67 |
More positions owned by U.S. Capital Wealth Advisors
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