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iShares S&P 500 Growth Index shares owned by Strategies Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strategies Wealth Advisors from 13F filings

Historical chart of Strategies Wealth 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 Strategies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 29k 84.44
2023-12-31 $2.4M 31k 75.10
2023-09-30 $2.1M 31k 68.42
2023-06-30 $2.3M 33k 70.48
2023-03-31 $2.1M 33k 63.89
2022-12-31 $1.6M 27k 58.50
2022-06-30 $1.4M 23k 60.35
2022-03-31 $1.8M 23k 76.38
2021-12-31 $2.1M 25k 83.67