iShares S&P 500 Growth Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 17k | 84.44 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $1.2M | 17k | 70.48 |
| 2023-03-31 | $1.0M | 16k | 63.89 |
| 2022-12-31 | $925k | 16k | 58.50 |
| 2022-09-30 | $915k | 16k | 57.85 |
| 2022-06-30 | $967k | 16k | 60.37 |
| 2022-03-31 | $1.2M | 16k | 76.37 |
| 2021-12-31 | $1.3M | 16k | 83.66 |
| 2021-09-30 | $1.1M | 16k | 73.94 |
| 2021-06-30 | $1.1M | 16k | 72.75 |
| 2021-03-31 | $1.0M | 16k | 65.10 |
| 2020-12-31 | $970k | 15k | 63.82 |
| 2020-09-30 | $968k | 4.2k | 230.97 |
| 2020-06-30 | $889k | 4.3k | 207.56 |
| 2020-03-31 | $717k | 4.3k | 165.09 |
| 2019-12-31 | $1.1M | 5.8k | 193.73 |
| 2019-09-30 | $1.1M | 5.8k | 180.04 |
| 2019-06-30 | $819k | 4.6k | 179.21 |
| 2019-03-31 | $353k | 2.0k | 172.36 |
| 2018-12-31 | $345k | 2.3k | 150.52 |
| 2018-09-30 | $413k | 2.3k | 177.10 |
| 2018-06-30 | $413k | 2.4k | 170.52 |
| 2018-03-31 | $356k | 2.3k | 155.19 |
| 2017-12-31 | $392k | 2.6k | 152.71 |
| 2017-09-30 | $398k | 2.8k | 143.58 |
| 2017-06-30 | $406k | 2.9k | 140.87 |
| 2017-03-31 | $342k | 2.6k | 131.39 |
| 2016-12-31 | $344k | 2.8k | 121.86 |
| 2016-09-30 | $347k | 2.9k | 121.63 |
| 2016-06-30 | $350k | 3.0k | 116.55 |
| 2016-03-31 | $360k | 3.1k | 115.83 |
| 2015-12-31 | $366k | 3.2k | 115.90 |
| 2015-09-30 | $356k | 3.3k | 107.78 |
| 2015-06-30 | $381k | 3.3k | 113.97 |
| 2015-03-31 | $384k | 3.4k | 113.85 |
| 2014-12-31 | $376k | 3.4k | 111.47 |
| 2014-09-30 | $360k | 3.4k | 106.73 |
| 2014-06-30 | $355k | 3.4k | 105.25 |
| 2014-03-31 | $337k | 3.4k | 99.91 |