iShares S&P 500 Growth Index shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 28k | 84.44 |
| 2023-12-31 | $2.1M | 28k | 75.10 |
| 2023-09-30 | $1.9M | 28k | 68.42 |
| 2023-06-30 | $1.9M | 26k | 70.48 |
| 2023-03-31 | $1.7M | 26k | 63.89 |
| 2022-12-31 | $1.5M | 26k | 58.50 |
| 2022-09-30 | $1.5M | 26k | 57.86 |
| 2022-06-30 | $1.6M | 27k | 60.36 |
| 2022-03-31 | $2.0M | 27k | 76.39 |
| 2021-12-31 | $2.2M | 27k | 83.68 |
More positions owned by Schechter Investment Advisors
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