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iShares S&P 500 Growth Index shares owned by 180 Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by 180 Wealth Advisors from 13F filings

Historical chart of 180 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 180 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 180 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $357k 2.9k 123.25
2025-09-30 $350k 2.9k 120.71
2025-06-30 $320k 2.9k 110.09
2025-03-31 $329k 3.5k 92.82
2024-12-31 $367k 3.6k 101.52
2024-09-30 $363k 3.8k 95.74
2024-06-30 $356k 3.7k 95.18
2024-03-31 $252k 3.0k 84.43