iShares S&P 500 Growth Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors 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 Aptus Capital Advisors 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 50k | 84.44 |
| 2023-09-30 | $1.2M | 17k | 68.42 |
| 2023-06-30 | $333k | 4.7k | 70.48 |
| 2023-03-31 | $301k | 4.7k | 63.89 |
| 2021-12-31 | $1.0k | 16 | 62.50 |
| 2021-09-30 | $1.0k | 16 | 62.50 |
| 2020-12-31 | $3.0k | 53 | 56.60 |
| 2020-09-30 | $3.0k | 14 | 214.29 |
| 2020-06-30 | $5.0k | 27 | 185.19 |
| 2020-03-31 | $11k | 72 | 152.78 |
| 2019-12-31 | $15k | 81 | 185.19 |
| 2019-09-30 | $6.0k | 35 | 171.43 |