iShares S&P 500 Growth Index shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 113k | 95.75 |
| 2024-06-30 | $11M | 121k | 92.54 |
| 2024-03-31 | $11M | 131k | 84.44 |
| 2023-12-31 | $10M | 135k | 75.10 |
| 2023-09-30 | $9.5M | 138k | 68.42 |
| 2023-06-30 | $9.9M | 140k | 70.48 |
| 2023-03-31 | $10M | 161k | 63.89 |
| 2022-12-31 | $13M | 224k | 58.50 |
| 2022-09-30 | $13M | 228k | 57.85 |
| 2022-06-30 | $15M | 251k | 60.35 |
| 2022-03-31 | $19M | 250k | 76.38 |
| 2021-12-31 | $23M | 278k | 83.67 |
| 2021-09-30 | $21M | 281k | 73.91 |
| 2021-06-30 | $20M | 269k | 72.73 |
| 2021-03-31 | $18M | 273k | 65.11 |
| 2020-12-31 | $18M | 279k | 63.82 |
| 2020-09-30 | $16M | 69k | 231.08 |
| 2020-06-30 | $16M | 76k | 207.50 |
| 2020-03-31 | $7.2M | 43k | 165.04 |
| 2019-12-31 | $7.2M | 37k | 193.65 |