iShares S&P 500 Growth Index shares owned by Herold Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold 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 Herold Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Herold Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $424k | 5.0k | 84.44 |
2022-03-31 | $15k | 200 | 76.38 |
2021-09-30 | $14k | 200 | 70.00 |