iShares S&P 500 Growth Index shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Advus Financial 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 Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $8.2M | 60k | 137.53 |
| 2026-03-31 | $6.8M | 61k | 113.11 |
| 2025-12-31 | $6.9M | 56k | 123.26 |
| 2025-09-30 | $6.6M | 55k | 120.72 |
| 2025-06-30 | $6.2M | 57k | 110.10 |
| 2025-03-31 | $5.0M | 54k | 92.83 |
| 2024-12-31 | $5.3M | 52k | 101.53 |
| 2024-09-30 | $3.4M | 36k | 95.75 |
| 2024-06-30 | $2.3M | 25k | 92.54 |
| 2024-03-31 | $1.5M | 18k | 84.44 |
| 2023-12-31 | $1.3M | 18k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-03-31 | $540k | 8.4k | 63.89 |
| 2022-12-31 | $494k | 8.4k | 58.50 |
| 2022-09-30 | $489k | 8.4k | 57.85 |
| 2022-06-30 | $527k | 8.7k | 60.35 |
| 2022-03-31 | $726k | 9.5k | 76.38 |
| 2021-09-30 | $216k | 2.6k | 83.67 |