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iShares S&P 500 Growth Index shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 4.0k 84.44
2023-12-31 $300k 4.0k 75.10
2023-09-30 $274k 4.0k 68.42
2023-06-30 $282k 4.0k 70.48
2023-03-31 $256k 4.0k 63.89
2022-12-31 $234k 4.0k 58.50
2022-09-30 $235k 4.1k 57.90
2022-06-30 $241k 4.0k 60.25
2022-03-31 $306k 4.0k 76.50
2021-12-31 $335k 4.0k 83.75