iShares S&P 500 Growth Index shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Stratos 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 100k | 84.44 |
| 2023-12-31 | $5.6M | 74k | 75.10 |
| 2023-09-30 | $4.8M | 71k | 68.42 |
| 2023-06-30 | $4.7M | 66k | 70.48 |
| 2023-03-31 | $3.7M | 58k | 63.89 |
| 2022-12-31 | $3.9M | 67k | 58.50 |
| 2022-09-30 | $1.9M | 33k | 57.85 |
| 2022-06-30 | $1.6M | 27k | 60.34 |
| 2022-03-31 | $1.9M | 25k | 76.38 |
| 2021-12-31 | $2.0M | 24k | 83.66 |
| 2021-06-30 | $323k | 4.4k | 72.78 |
| 2021-03-31 | $321k | 4.9k | 65.16 |
| 2020-03-31 | $76k | 461 | 164.86 |
| 2019-09-30 | $275k | 1.5k | 180.09 |
| 2019-06-30 | $273k | 1.5k | 179.37 |
| 2019-03-31 | $261k | 1.5k | 172.16 |
| 2018-12-31 | $228k | 1.5k | 150.89 |