iShares S&P 500 Growth Index shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 19k | 75.10 |
| 2023-09-30 | $1.3M | 19k | 68.42 |
| 2023-06-30 | $1.3M | 19k | 70.48 |
| 2023-03-31 | $1.2M | 19k | 63.89 |
| 2022-12-31 | $1.1M | 19k | 58.50 |
| 2022-09-30 | $1.1M | 18k | 57.84 |
| 2022-06-30 | $555k | 9.2k | 60.32 |
| 2022-03-31 | $697k | 9.1k | 76.39 |
| 2021-12-31 | $758k | 9.1k | 83.66 |
| 2021-09-30 | $670k | 9.1k | 73.95 |
| 2021-06-30 | $650k | 8.9k | 72.67 |
| 2021-03-31 | $582k | 8.9k | 65.07 |
| 2020-12-31 | $571k | 8.9k | 63.84 |
| 2020-09-30 | $517k | 2.2k | 231.22 |
| 2020-06-30 | $464k | 2.2k | 207.51 |
| 2020-03-31 | $369k | 2.2k | 165.03 |
| 2019-12-31 | $228k | 1.2k | 193.88 |
| 2019-09-30 | $212k | 1.2k | 180.27 |
| 2019-06-30 | $211k | 1.2k | 179.42 |
| 2019-03-31 | $358k | 2.1k | 172.45 |
| 2018-12-31 | $217k | 1.4k | 150.90 |
More positions owned by Schneider Downs Wealth Management Advisors
View all positions for Schneider Downs Wealth Management Advisors