iShares S&P 500 Growth Index shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $199k | 2.4k | 83.58 |
| 2021-09-30 | $176k | 2.4k | 73.92 |
| 2021-06-30 | $168k | 2.3k | 72.85 |
| 2021-03-31 | $150k | 2.3k | 65.08 |
| 2020-12-31 | $147k | 2.3k | 63.77 |
| 2020-09-30 | $133k | 576 | 230.90 |
| 2020-06-30 | $122k | 586 | 208.19 |
| 2020-03-31 | $97k | 585 | 165.81 |
| 2019-12-31 | $113k | 585 | 193.16 |
| 2019-09-30 | $105k | 585 | 179.49 |
| 2019-06-30 | $105k | 585 | 179.49 |
| 2019-03-31 | $101k | 585 | 172.65 |
| 2018-12-31 | $60k | 400 | 150.00 |
| 2018-09-30 | $71k | 400 | 177.50 |
| 2018-06-30 | $65k | 400 | 162.50 |
| 2018-03-31 | $62k | 400 | 155.00 |
| 2017-12-31 | $61k | 400 | 152.50 |
| 2017-09-30 | $57k | 400 | 142.50 |
| 2017-06-30 | $55k | 400 | 137.50 |
| 2017-03-31 | $53k | 400 | 132.50 |
| 2016-12-31 | $49k | 400 | 122.50 |
| 2016-09-30 | $73k | 600 | 121.67 |
| 2016-06-30 | $70k | 600 | 116.67 |
| 2016-03-31 | $70k | 600 | 116.67 |
| 2015-12-31 | $69k | 600 | 115.00 |
| 2015-09-30 | $65k | 600 | 108.33 |
| 2015-06-30 | $68k | 600 | 113.33 |
| 2015-03-31 | $68k | 600 | 113.33 |
| 2014-12-31 | $67k | 600 | 111.67 |
| 2014-09-30 | $95k | 891 | 106.62 |
| 2014-06-30 | $94k | 891 | 105.50 |
| 2014-03-31 | $89k | 891 | 99.89 |
| 2013-12-31 | $88k | 891 | 98.77 |
| 2013-09-30 | $80k | 891 | 89.79 |
| 2013-06-30 | $75k | 891 | 84.18 |