iShares S&P 500 Growth Index shares owned by Burkett Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 17k | 120.72 |
| 2025-06-30 | $2.0M | 18k | 110.10 |
| 2025-03-31 | $626k | 6.7k | 92.83 |
| 2024-12-31 | $771k | 7.6k | 101.53 |
| 2024-09-30 | $751k | 7.8k | 95.75 |
| 2024-06-30 | $981k | 11k | 92.54 |
| 2024-03-31 | $974k | 12k | 84.44 |
| 2023-12-31 | $985k | 13k | 75.10 |
More positions owned by Burkett Financial Services
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