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
Download as csv Download as ExcelQuarterly 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 |