iShares S&P 500 Growth Index shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 22k | 123.26 |
| 2025-09-30 | $1.9M | 16k | 120.72 |
| 2025-06-30 | $1.6M | 15k | 110.10 |
| 2025-03-31 | $1.4M | 15k | 92.83 |
| 2024-12-31 | $1.5M | 15k | 101.53 |
| 2024-09-30 | $1.6M | 17k | 95.75 |
| 2024-06-30 | $1.4M | 15k | 92.54 |
| 2024-03-31 | $1.3M | 16k | 84.44 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2022-09-30 | $639k | 11k | 57.85 |
| 2022-06-30 | $716k | 12k | 60.38 |
| 2018-12-31 | $355k | 2.4k | 150.49 |
| 2018-06-30 | $19k | 115 | 165.22 |
| 2018-03-31 | $18k | 115 | 156.52 |