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iShares S&P 500 Growth Index shares owned by Addison Advisors

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

Historical chart of Addison 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 Addison 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 Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $147k 1.5k 95.75
2024-06-30 $142k 1.5k 92.54
2024-03-31 $130k 1.5k 84.44
2023-12-31 $115k 1.5k 75.10
2023-09-30 $131k 1.9k 68.42
2023-06-30 $135k 1.9k 70.48
2023-03-31 $123k 1.9k 63.89
2022-12-31 $112k 1.9k 58.50
2022-09-30 $222k 3.8k 57.72
2022-06-30 $232k 3.8k 60.32
2022-03-31 $294k 3.8k 76.44
2021-12-31 $155k 1.9k 83.69
2021-09-30 $30k 400 75.00
2021-06-30 $29k 400 72.50
2020-12-31 $26k 400 65.00