iShares S&P 500 Growth Index shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Avitas Wealth Management 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 Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 140k | 95.75 |
| 2024-06-30 | $13M | 140k | 92.54 |
| 2024-03-31 | $12M | 141k | 84.44 |
| 2023-12-31 | $14M | 189k | 75.10 |
| 2023-09-30 | $13M | 188k | 68.42 |
| 2023-06-30 | $14M | 192k | 70.48 |
| 2023-03-31 | $12M | 194k | 63.89 |
| 2022-12-31 | $15M | 256k | 58.50 |
| 2022-09-30 | $13M | 218k | 57.85 |