iShares S&P 500 Growth Index shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Alta Wealth 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 Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 19k | 101.53 |
| 2024-09-30 | $1.6M | 17k | 95.75 |
| 2024-06-30 | $1.5M | 17k | 92.54 |
| 2024-03-31 | $1.4M | 17k | 84.44 |
| 2023-12-31 | $1.3M | 17k | 75.10 |
| 2023-09-30 | $661k | 9.7k | 68.42 |
| 2023-06-30 | $702k | 10k | 70.48 |
| 2023-03-31 | $637k | 10k | 63.89 |
| 2022-12-31 | $597k | 10k | 58.50 |
| 2022-09-30 | $708k | 12k | 57.86 |
| 2022-06-30 | $740k | 12k | 60.48 |
| 2022-03-31 | $943k | 12k | 76.39 |
| 2021-12-31 | $1.3M | 15k | 83.69 |
| 2021-09-30 | $1.1M | 15k | 73.92 |
| 2021-06-30 | $1.1M | 15k | 72.73 |
| 2021-03-31 | $977k | 15k | 65.13 |
| 2020-12-31 | $957k | 15k | 63.80 |