iShares S&P 500 Growth Index shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 178k | 84.44 |
| 2023-12-31 | $13M | 175k | 75.10 |
| 2023-09-30 | $11M | 159k | 68.42 |
| 2023-06-30 | $8.7M | 124k | 70.48 |
| 2023-03-31 | $7.1M | 111k | 63.89 |
| 2022-12-31 | $6.8M | 116k | 58.50 |
| 2022-09-30 | $6.8M | 118k | 57.85 |
| 2022-06-30 | $7.0M | 116k | 60.35 |
| 2022-03-31 | $8.9M | 116k | 76.38 |
| 2021-12-31 | $12M | 147k | 83.67 |
| 2021-09-30 | $7.2M | 98k | 73.91 |
| 2021-06-30 | $6.7M | 92k | 72.73 |
| 2021-03-31 | $5.6M | 85k | 65.11 |
| 2020-12-31 | $4.7M | 73k | 63.81 |
| 2020-09-30 | $4.3M | 19k | 231.10 |
| 2020-06-30 | $3.7M | 18k | 207.48 |
| 2020-03-31 | $2.8M | 17k | 165.07 |
| 2019-12-31 | $2.9M | 15k | 193.63 |
| 2019-09-30 | $2.8k | 86 | 32.28 |
| 2019-06-30 | $2.5M | 14k | 179.22 |
| 2019-03-31 | $2.5M | 14k | 172.39 |
| 2018-12-31 | $3.5M | 23k | 150.68 |
| 2018-09-30 | $5.0M | 28k | 177.15 |
| 2018-06-30 | $3.4M | 21k | 162.61 |
| 2018-03-31 | $3.0M | 19k | 155.09 |
| 2017-12-31 | $11M | 73k | 152.78 |
| 2017-09-30 | $12M | 84k | 143.42 |
| 2017-06-30 | $13M | 95k | 136.84 |
| 2017-03-31 | $13M | 95k | 131.52 |
| 2016-12-31 | $11M | 86k | 121.79 |
| 2016-09-30 | $287k | 2.4k | 121.46 |
| 2016-06-30 | $241k | 2.1k | 116.54 |
| 2016-03-31 | $338k | 2.9k | 115.79 |
| 2015-12-31 | $397k | 3.4k | 115.91 |
| 2015-09-30 | $608k | 5.6k | 107.76 |
| 2015-06-30 | $309k | 2.7k | 113.90 |
| 2015-03-31 | $403k | 3.6k | 113.52 |
| 2014-12-31 | $567k | 5.1k | 111.61 |