iShares S&P 500 Growth Index shares owned by Brio Consultants
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 6.2k | 120.73 |
| 2025-06-30 | $687k | 6.2k | 110.11 |
| 2025-03-31 | $539k | 5.8k | 92.84 |
| 2024-12-31 | $581k | 5.7k | 101.54 |
| 2024-09-30 | $562k | 5.9k | 95.76 |
| 2024-06-30 | $513k | 5.5k | 92.55 |
| 2024-03-31 | $469k | 5.5k | 84.45 |
| 2023-12-31 | $417k | 5.5k | 75.10 |
| 2023-09-30 | $388k | 5.7k | 68.42 |
| 2023-06-30 | $400k | 5.7k | 70.48 |
| 2023-03-31 | $362k | 5.7k | 63.89 |
| 2022-12-31 | $332k | 5.7k | 58.50 |
| 2022-09-30 | $343k | 5.7k | 60.53 |
| 2022-06-30 | $347k | 5.7k | 61.26 |
| 2022-03-31 | $433k | 5.7k | 76.43 |
| 2021-12-31 | $475k | 5.7k | 83.61 |
| 2021-09-30 | $420k | 5.7k | 73.96 |
| 2021-06-30 | $413k | 5.7k | 72.75 |
| 2021-03-31 | $370k | 5.7k | 65.19 |
| 2020-12-31 | $362k | 5.7k | 63.74 |
| 2020-09-30 | $327k | 1.4k | 230.77 |
| 2020-06-30 | $294k | 1.4k | 207.63 |
| 2020-03-31 | $250k | 1.5k | 164.91 |
| 2019-12-31 | $293k | 1.5k | 193.78 |
| 2019-09-30 | $252k | 1.4k | 180.00 |
| 2019-06-30 | $250k | 1.4k | 179.21 |
| 2019-03-31 | $239k | 1.4k | 172.07 |
| 2018-12-31 | $209k | 1.4k | 150.90 |