iShares S&P 500 Growth Index shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS 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 ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $569k | 6.7k | 84.44 |
| 2023-12-31 | $512k | 6.8k | 75.10 |
| 2023-09-30 | $443k | 6.5k | 68.42 |
| 2023-06-30 | $396k | 5.6k | 70.48 |
| 2023-03-31 | $382k | 6.0k | 63.89 |
| 2022-12-31 | $409k | 7.0k | 58.50 |
| 2022-09-30 | $1.2M | 21k | 57.85 |
| 2022-06-30 | $1.3M | 22k | 60.36 |
| 2022-03-31 | $767k | 10k | 76.39 |
| 2019-12-31 | $46k | 308 | 149.35 |
| 2019-03-31 | $46k | 308 | 149.35 |
| 2018-12-31 | $46k | 308 | 149.35 |