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iShares S&P 500 Growth Index shares owned by Axim Planning & Wealth

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Axim Planning & Wealth from 13F filings

Historical chart of Axim Planning & Wealth investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Axim Planning & Wealth 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 Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 2.2k 120.72
2025-06-30 $637k 5.8k 110.10
2024-12-31 $457k 4.5k 101.53
2024-09-30 $358k 3.7k 95.75
2024-06-30 $291k 3.1k 92.54