iShares S&P 500 Growth Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Beacon Pointe 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 Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 249k | 120.72 |
| 2025-06-30 | $31M | 280k | 110.10 |
| 2025-03-31 | $26M | 280k | 92.83 |
| 2024-12-31 | $27M | 269k | 101.53 |
| 2024-09-30 | $23M | 244k | 95.75 |
| 2024-06-30 | $23M | 247k | 92.54 |
| 2024-03-31 | $20M | 232k | 84.44 |
| 2023-12-31 | $17M | 226k | 75.10 |
| 2023-09-30 | $37M | 542k | 68.42 |
| 2023-06-30 | $36M | 506k | 70.48 |
| 2023-03-31 | $12M | 187k | 63.89 |
| 2022-12-31 | $12M | 200k | 58.50 |
| 2022-09-30 | $9.3M | 161k | 57.90 |
| 2022-06-30 | $10M | 165k | 60.41 |
| 2022-03-31 | $17M | 226k | 76.38 |
| 2021-12-31 | $13M | 149k | 83.67 |
| 2021-09-30 | $12M | 159k | 73.91 |
| 2021-06-30 | $13M | 181k | 72.73 |
| 2021-03-31 | $9.9M | 152k | 65.09 |
| 2020-12-31 | $9.0M | 141k | 63.84 |
| 2020-09-30 | $11M | 49k | 231.21 |
| 2020-06-30 | $10M | 48k | 207.40 |
| 2020-03-31 | $4.1M | 25k | 165.02 |
| 2019-12-31 | $3.8M | 20k | 193.72 |
| 2019-09-30 | $3.7M | 21k | 179.98 |
| 2019-06-30 | $3.8M | 21k | 179.25 |
| 2019-03-31 | $2.4M | 14k | 172.41 |
| 2018-12-31 | $473k | 3.1k | 150.54 |