iShares S&P 500 Growth Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS 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 LWS Wealth Advisors 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 LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.5M | 86k | 75.09 |
| 2023-09-30 | $6.0M | 87k | 68.42 |
| 2023-06-30 | $6.3M | 89k | 70.48 |
| 2023-03-31 | $8.3M | 130k | 63.89 |
| 2022-12-31 | $8.2M | 139k | 58.50 |
| 2022-09-30 | $8.1M | 141k | 57.85 |
| 2022-06-30 | $8.3M | 138k | 60.35 |
| 2022-03-31 | $9.7M | 127k | 76.38 |
| 2021-12-31 | $11M | 131k | 83.67 |
| 2021-09-30 | $9.8M | 133k | 73.91 |
| 2021-06-30 | $9.8M | 135k | 72.73 |
| 2021-03-31 | $8.2M | 126k | 65.11 |
| 2020-12-31 | $8.4M | 131k | 63.82 |
| 2020-09-30 | $7.8M | 34k | 231.08 |
| 2020-06-30 | $7.5M | 36k | 207.49 |
| 2020-03-31 | $7.1M | 43k | 165.04 |
| 2019-12-31 | $9.7M | 50k | 193.64 |