iShares S&P 500 Growth Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.7M | 76k | 101.53 |
| 2024-09-30 | $6.3M | 66k | 95.75 |
| 2024-06-30 | $4.0M | 43k | 92.54 |
| 2024-03-31 | $365k | 4.3k | 84.44 |
| 2023-12-31 | $259k | 3.5k | 75.10 |
| 2023-09-30 | $208k | 3.0k | 68.42 |
| 2021-09-30 | $97k | 1.3k | 73.54 |
| 2021-06-30 | $3.8M | 52k | 72.71 |
| 2021-03-31 | $5.2M | 80k | 65.10 |
| 2020-12-31 | $5.4M | 84k | 63.81 |
| 2020-09-30 | $607k | 2.5k | 239.69 |
| 2020-06-30 | $534k | 2.5k | 216.08 |
| 2020-03-31 | $393k | 2.4k | 165.07 |
| 2019-12-31 | $501k | 2.4k | 208.83 |