iShares S&P 500 Growth Index shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Accretive Wealth Partners 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 Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 3.6k | 120.72 |
| 2025-06-30 | $399k | 3.6k | 110.10 |
| 2025-03-31 | $349k | 3.6k | 96.18 |
| 2024-09-30 | $347k | 3.6k | 95.75 |
| 2024-06-30 | $335k | 3.6k | 92.54 |
| 2024-03-31 | $302k | 3.6k | 83.37 |
| 2023-12-31 | $272k | 3.6k | 75.10 |
| 2023-09-30 | $248k | 3.6k | 68.42 |
| 2023-06-30 | $255k | 3.6k | 70.48 |
| 2023-03-31 | $232k | 3.6k | 63.89 |
| 2022-12-31 | $212k | 3.6k | 58.50 |