iShares S&P 500 Growth Index shares owned by BCU Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by BCU Wealth Advisors
from 13F filings
Historical chart of BCU Wealth Advisors 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 BCU Wealth Advisors 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 BCU Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 29k | 120.72 |
| 2025-06-30 | $3.6M | 32k | 110.10 |
| 2025-03-31 | $2.7M | 30k | 92.83 |
| 2024-12-31 | $2.5M | 25k | 101.53 |
| 2024-09-30 | $2.5M | 26k | 95.75 |
| 2024-06-30 | $2.3M | 25k | 92.54 |
| 2024-03-31 | $1.2M | 14k | 84.44 |
| 2023-12-31 | $366k | 4.9k | 75.10 |