iShares S&P 500 Growth Index shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Yale Capital Corp. 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 Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 12k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.10 |
| 2025-03-31 | $1.1M | 12k | 92.83 |
| 2024-12-31 | $1.2M | 12k | 101.53 |
| 2024-09-30 | $1.1M | 12k | 95.75 |
| 2024-03-31 | $980k | 12k | 84.44 |
| 2023-09-30 | $794k | 12k | 68.42 |
| 2023-06-30 | $818k | 12k | 70.48 |
| 2023-03-31 | $741k | 12k | 63.89 |
| 2022-12-31 | $679k | 12k | 58.50 |
| 2022-09-30 | $671k | 12k | 57.84 |
| 2022-06-30 | $700k | 12k | 60.34 |
| 2022-03-31 | $886k | 12k | 76.38 |
| 2021-12-31 | $971k | 12k | 83.71 |
| 2021-09-30 | $857k | 12k | 73.88 |
| 2021-06-30 | $844k | 12k | 72.76 |
| 2021-03-31 | $755k | 12k | 65.09 |
| 2020-12-31 | $740k | 12k | 63.79 |
| 2020-09-30 | $670k | 2.9k | 231.03 |
| 2020-06-30 | $602k | 2.9k | 207.59 |
| 2020-03-31 | $479k | 2.9k | 165.17 |
| 2019-12-31 | $562k | 2.9k | 193.79 |
| 2019-09-30 | $522k | 2.9k | 180.00 |
| 2019-06-30 | $520k | 2.9k | 179.31 |
| 2019-03-31 | $1000k | 5.8k | 172.41 |
| 2018-12-31 | $437k | 2.9k | 150.69 |
| 2018-09-30 | $514k | 2.9k | 177.24 |
| 2018-06-30 | $472k | 2.9k | 162.76 |
| 2018-03-31 | $450k | 2.9k | 155.17 |
| 2017-12-31 | $576k | 3.8k | 152.79 |
| 2017-09-30 | $541k | 3.8k | 143.50 |
| 2017-06-30 | $397k | 2.9k | 136.90 |
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