iShares S&P 500 Growth Index shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 30k | 120.72 |
| 2025-06-30 | $4.0M | 36k | 110.10 |
| 2024-12-31 | $7.1M | 67k | 105.05 |
| 2024-09-30 | $7.4M | 78k | 95.75 |
| 2024-06-30 | $9.7M | 104k | 92.56 |
| 2024-03-31 | $9.4M | 111k | 84.44 |
| 2023-09-30 | $8.5M | 124k | 68.42 |
| 2023-06-30 | $8.3M | 118k | 70.48 |
| 2023-03-31 | $1.4M | 22k | 63.89 |
| 2022-12-31 | $7.6M | 130k | 58.51 |
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