iShares S&P 500 Growth Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Atria Wealth Solutions 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 Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $70M | 734k | 95.75 |
| 2024-06-30 | $78M | 845k | 92.54 |
| 2024-03-31 | $50M | 591k | 84.44 |
| 2023-12-31 | $34M | 453k | 75.10 |
| 2023-09-30 | $28M | 405k | 68.62 |
| 2023-06-30 | $17M | 245k | 70.48 |
| 2023-03-31 | $17M | 261k | 63.89 |
| 2022-12-31 | $12M | 209k | 58.50 |
| 2022-09-30 | $10M | 173k | 57.85 |
| 2022-06-30 | $10M | 168k | 60.36 |
| 2022-03-31 | $18M | 238k | 76.42 |