iShares S&P 500 Growth Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius 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 Amplius 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $537k | 5.6k | 95.75 |
| 2024-06-30 | $519k | 5.6k | 92.55 |
| 2024-03-31 | $414k | 4.9k | 84.45 |
| 2023-12-31 | $368k | 4.9k | 75.09 |
| 2023-09-30 | $333k | 4.9k | 68.42 |
| 2023-06-30 | $343k | 4.9k | 70.48 |
| 2023-03-31 | $310k | 4.9k | 63.90 |
| 2022-12-31 | $283k | 4.8k | 58.50 |
| 2022-09-30 | $279k | 4.8k | 57.78 |
| 2022-06-30 | $290k | 4.8k | 60.22 |
| 2022-03-31 | $367k | 4.8k | 76.35 |
| 2021-12-31 | $401k | 4.8k | 83.54 |