iShares S&P 500 Growth Index shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos 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 Delos 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 Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15k | 178 | 84.44 |
| 2023-12-31 | $40k | 530 | 75.10 |
| 2023-09-30 | $46k | 635 | 72.18 |
| 2023-06-30 | $54k | 766 | 70.48 |
| 2022-12-31 | $12k | 208 | 58.50 |
| 2022-09-30 | $12k | 208 | 57.69 |
| 2022-06-30 | $7.0k | 119 | 58.82 |
| 2022-03-31 | $9.0k | 119 | 75.63 |
| 2021-12-31 | $10k | 119 | 84.03 |