iShares S&P 500 Growth Index shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $10M | 145k | 70.48 |
| 2023-03-31 | $9.6M | 150k | 63.89 |
| 2022-12-31 | $8.9M | 151k | 58.50 |
| 2022-09-30 | $9.3M | 154k | 60.35 |
| 2022-06-30 | $9.3M | 154k | 60.35 |
| 2022-03-31 | $11M | 141k | 76.38 |
| 2021-12-31 | $10M | 121k | 83.67 |
| 2021-09-30 | $9.2M | 124k | 73.91 |
| 2021-06-30 | $9.2M | 127k | 72.73 |
| 2021-03-31 | $9.1M | 140k | 65.11 |
| 2020-12-31 | $9.5M | 150k | 63.82 |
| 2020-09-30 | $8.4M | 36k | 231.08 |
| 2020-06-30 | $7.6M | 37k | 207.49 |
| 2020-03-31 | $5.2M | 31k | 165.04 |
| 2019-12-31 | $4.8M | 25k | 193.62 |
| 2019-09-30 | $4.0M | 22k | 180.03 |
| 2019-06-30 | $4.2M | 24k | 179.22 |
| 2019-03-31 | $4.0M | 23k | 172.34 |
| 2018-12-31 | $3.7M | 24k | 150.67 |
| 2018-09-30 | $2.8M | 16k | 177.17 |
| 2018-06-30 | $2.7M | 17k | 162.63 |
| 2018-03-31 | $1.6M | 10k | 155.05 |
| 2017-12-31 | $650k | 4.3k | 152.87 |
| 2017-09-30 | $228k | 1.6k | 143.40 |
| 2017-06-30 | $1.1M | 8.1k | 136.90 |