iShares S&P 500 Growth Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $958k | 14k | 68.42 |
| 2023-06-30 | $1.4M | 19k | 70.48 |
| 2023-03-31 | $1.1M | 18k | 63.89 |
| 2022-12-31 | $1.0M | 18k | 58.50 |
| 2022-09-30 | $598k | 10k | 57.83 |
| 2022-06-30 | $421k | 7.0k | 60.42 |
| 2022-03-31 | $532k | 7.0k | 76.35 |
| 2021-12-31 | $583k | 7.0k | 83.67 |
| 2021-09-30 | $509k | 6.9k | 73.85 |
| 2021-06-30 | $501k | 6.9k | 72.69 |
| 2021-03-31 | $403k | 6.0k | 67.57 |
| 2020-12-31 | $381k | 6.0k | 63.88 |
| 2020-09-30 | $360k | 1.6k | 231.36 |
| 2020-06-30 | $309k | 1.5k | 207.24 |
| 2020-03-31 | $246k | 1.5k | 164.99 |
| 2019-12-31 | $250k | 1.3k | 193.65 |
| 2019-09-30 | $232k | 1.3k | 179.71 |
| 2019-03-31 | $30k | 173 | 173.41 |
| 2018-12-31 | $26k | 173 | 150.29 |
| 2018-09-30 | $31k | 173 | 179.19 |
| 2018-06-30 | $164k | 1.0k | 162.54 |
| 2018-03-31 | $156k | 1.0k | 154.61 |
| 2017-12-31 | $128k | 836 | 153.11 |
| 2017-09-30 | $120k | 836 | 143.54 |
| 2017-06-30 | $114k | 836 | 136.36 |
| 2017-03-31 | $110k | 836 | 131.58 |
| 2016-12-31 | $102k | 836 | 122.01 |
| 2016-09-30 | $102k | 836 | 122.01 |