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iShares S&P 500 Growth Index shares owned by Strategic Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strategic Wealth Advisors from 13F filings

Historical chart of Strategic 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 Strategic Wealth Advisors 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.2M 107k 57.85
2022-06-30 $7.3M 120k 61.17
2022-03-31 $11M 146k 76.35
2021-12-31 $7.7M 92k 83.90
2021-09-30 $9.7M 132k 73.55
2021-06-30 $10M 142k 72.73
2021-03-31 $9.3M 142k 65.11
2020-12-31 $13M 206k 63.82
2020-09-30 $9.4M 41k 231.07
2020-06-30 $10M 48k 209.39
2020-03-31 $8.4M 53k 159.87
2019-12-31 $11M 58k 193.64
2019-09-30 $10M 58k 178.46
2019-06-30 $11M 60k 180.16
2019-03-31 $9.7M 56k 173.92
2018-12-31 $18M 116k 154.80
2018-09-30 $20M 115k 177.17
2018-06-30 $30M 182k 162.61
2018-03-31 $54M 350k 155.07
2017-12-31 $29M 201k 143.42
2017-09-30 $29M 201k 143.42
2017-06-30 $37M 269k 136.85
2016-12-31 $26M 209k 121.79
2016-09-30 $26M 211k 121.66
2016-06-30 $26M 223k 116.58
2016-03-31 $1.7M 15k 115.91
2015-09-30 $9.8M 91k 107.80
2015-06-30 $3.6M 32k 113.86
2014-12-31 $276k 2.5k 111.60