iShares S&P 500 Growth Index shares owned by BFC Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.4M | 32k | 137.53 |
| 2026-03-31 | $3.6M | 32k | 113.11 |
| 2025-12-31 | $12M | 94k | 123.26 |
| 2025-09-30 | $1.5M | 13k | 120.72 |
| 2025-06-30 | $1.6M | 14k | 110.10 |
| 2025-03-31 | $1.5M | 16k | 92.84 |
| 2024-12-31 | $1.7M | 17k | 101.54 |