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iShares S&P 500 Growth Index shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $594k 7.0k 84.25
2023-12-31 $313k 4.3k 72.87
2023-09-30 $294k 4.3k 68.42
2023-06-30 $303k 4.3k 70.48
2022-12-31 $260k 4.4k 58.50
2022-09-30 $257k 4.4k 57.78
2022-06-30 $268k 4.4k 60.25
2022-03-31 $340k 4.4k 76.44
2021-12-31 $372k 4.4k 83.63
2021-09-30 $329k 4.4k 73.97
2021-06-30 $324k 4.4k 72.84
2021-03-31 $279k 4.3k 65.00
2020-12-31 $274k 4.3k 63.84
2020-09-30 $248k 1.1k 231.13
2020-06-30 $223k 1.1k 207.83