iShares S&P 500 Growth Index shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $86M | 1.0M | 84.44 |
| 2023-12-31 | $53M | 676k | 78.44 |
| 2023-09-30 | $42M | 617k | 68.42 |
| 2023-06-30 | $323k | 4.6k | 70.49 |
| 2023-03-31 | $267k | 4.2k | 63.89 |
| 2022-12-31 | $207k | 3.5k | 58.50 |
| 2022-09-30 | $212k | 3.7k | 57.72 |
| 2021-12-31 | $215k | 2.6k | 81.29 |
| 2019-12-31 | $279k | 1.4k | 195.93 |
| 2019-09-30 | $250k | 1.4k | 176.68 |
| 2018-12-31 | $544k | 3.3k | 164.05 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors