iShares S&P 500 Growth Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by AE Wealth Management 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84M | 693k | 121.09 |
| 2025-06-30 | $73M | 666k | 110.24 |
| 2025-03-31 | $68M | 730k | 92.83 |
| 2024-12-31 | $77M | 758k | 101.53 |
| 2024-09-30 | $77M | 799k | 95.75 |
| 2024-06-30 | $77M | 832k | 92.54 |
| 2024-03-31 | $38M | 455k | 84.29 |
| 2023-12-31 | $29M | 367k | 78.41 |
| 2023-09-30 | $37M | 534k | 68.42 |
| 2023-06-30 | $31M | 441k | 70.48 |
| 2023-03-31 | $18M | 288k | 63.89 |
| 2022-12-31 | $13M | 216k | 58.50 |
| 2022-09-30 | $13M | 216k | 57.85 |
| 2022-06-30 | $13M | 217k | 60.35 |
| 2022-03-31 | $28M | 361k | 76.38 |
| 2021-12-31 | $32M | 387k | 83.67 |
| 2021-09-30 | $25M | 340k | 73.91 |
| 2021-06-30 | $17M | 230k | 72.73 |
| 2021-03-31 | $15M | 236k | 65.11 |
| 2020-12-31 | $40M | 633k | 63.82 |
| 2020-09-30 | $41M | 176k | 231.08 |
| 2020-06-30 | $17M | 83k | 207.49 |
| 2020-03-31 | $9.4M | 57k | 165.05 |
| 2019-12-31 | $11M | 54k | 193.65 |
| 2019-09-30 | $7.3M | 40k | 180.02 |
| 2019-06-30 | $14M | 79k | 179.24 |
| 2019-03-31 | $7.8M | 45k | 172.36 |
| 2018-12-31 | $3.6M | 24k | 150.66 |
| 2018-09-30 | $3.6M | 20k | 177.19 |
| 2018-06-30 | $1.0M | 6.3k | 162.66 |
| 2018-03-31 | $482k | 3.1k | 155.03 |
| 2017-12-31 | $309k | 2.0k | 152.97 |
| 2017-09-30 | $327k | 2.3k | 143.61 |