iShares S&P 500 Growth Index shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $353k | 4.2k | 84.44 |
| 2023-12-31 | $316k | 4.2k | 75.10 |
| 2023-09-30 | $354k | 5.2k | 68.42 |
| 2023-06-30 | $423k | 6.0k | 70.48 |
| 2023-03-31 | $383k | 6.0k | 63.89 |
| 2022-12-31 | $428k | 7.3k | 58.50 |
| 2022-09-30 | $509k | 8.8k | 57.85 |
| 2022-03-31 | $1.1M | 14k | 76.40 |
| 2021-12-31 | $1.5M | 18k | 83.68 |
| 2021-09-30 | $1.3M | 18k | 73.89 |
| 2021-06-30 | $1.3M | 18k | 72.75 |
| 2021-03-31 | $1.1M | 18k | 65.12 |
| 2020-12-31 | $1.4M | 22k | 63.80 |
More positions owned by Phillips Financial Management
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