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iShares S&P 500 Growth Index shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management 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 Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 14k 120.72
2025-06-30 $1.6M 14k 110.10
2025-03-31 $1.1M 12k 92.83
2024-12-31 $1.2M 12k 101.53
2024-09-30 $1.3M 13k 95.76
2024-06-30 $1.2M 13k 92.54
2024-03-31 $1.2M 14k 84.44
2023-12-31 $1.1M 14k 75.10