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iShares S&P 500 Growth Index shares owned by Vivaldi Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Vivaldi Capital Management from 13F filings

Historical chart of Vivaldi Capital Management 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 Vivaldi Capital Management 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 Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.0k 120.69
2025-06-30 $225k 2.0k 110.08
2025-03-31 $204k 2.2k 92.81
2024-12-31 $225k 2.2k 102.46
2024-09-30 $215k 2.2k 95.77
2024-06-30 $208k 2.2k 92.56
2023-12-31 $209k 2.6k 80.52