iShares S&P 500 Growth Index shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Bellwether 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 Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 19k | 123.26 |
| 2025-09-30 | $2.1M | 17k | 120.72 |
| 2025-06-30 | $1.9M | 17k | 110.10 |
| 2025-03-31 | $1.5M | 16k | 92.74 |
| 2024-12-31 | $1.8M | 18k | 101.53 |
| 2024-09-30 | $1.7M | 17k | 95.72 |
| 2024-06-30 | $1.6M | 17k | 92.54 |
| 2024-03-31 | $1.4M | 16k | 84.44 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $1.2M | 17k | 70.48 |
| 2023-03-31 | $1.1M | 17k | 63.89 |
| 2022-12-31 | $1.1M | 19k | 58.50 |
| 2022-09-30 | $946k | 16k | 57.85 |
| 2022-06-30 | $1.4M | 23k | 60.34 |
| 2022-03-31 | $2.4M | 31k | 76.37 |
| 2021-12-31 | $2.6M | 32k | 83.66 |
| 2021-09-30 | $2.4M | 32k | 74.07 |
| 2021-06-30 | $2.4M | 34k | 72.73 |
| 2021-03-31 | $1.7M | 27k | 65.09 |
| 2020-12-31 | $1.2M | 19k | 63.77 |