iShares S&P 500 Growth Index shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Aaron 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 Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $781k | 9.3k | 84.44 |
| 2023-12-31 | $695k | 9.3k | 75.10 |
| 2023-09-30 | $752k | 11k | 68.42 |
| 2023-06-30 | $775k | 11k | 70.48 |
| 2023-03-31 | $702k | 11k | 63.89 |
| 2022-12-31 | $643k | 11k | 58.50 |
| 2022-09-30 | $300k | 5.2k | 57.84 |
| 2022-06-30 | $324k | 5.4k | 60.25 |
| 2022-03-31 | $3.6M | 278k | 13.09 |
| 2021-12-31 | $304k | 3.6k | 83.45 |
| 2021-09-30 | $269k | 3.6k | 73.84 |