iShares S&P 500 Growth Index shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $191k | 1.6k | 120.72 |
| 2025-06-30 | $145k | 1.3k | 110.10 |
| 2025-03-31 | $122k | 1.3k | 92.83 |
| 2024-12-31 | $134k | 1.3k | 101.53 |
| 2024-09-30 | $78k | 814 | 95.75 |
| 2024-06-30 | $75k | 814 | 92.54 |
| 2024-03-31 | $69k | 814 | 84.44 |
| 2023-12-31 | $61k | 814 | 75.10 |
| 2023-09-30 | $105k | 1.5k | 68.42 |
| 2023-06-30 | $108k | 1.5k | 70.48 |
| 2023-03-31 | $98k | 1.5k | 63.89 |
| 2022-12-31 | $89k | 1.5k | 58.50 |
| 2022-09-30 | $98k | 1.7k | 57.92 |
| 2022-06-30 | $102k | 1.7k | 60.28 |
| 2022-03-31 | $129k | 1.7k | 76.24 |
| 2021-12-31 | $142k | 1.7k | 83.92 |
| 2021-09-30 | $125k | 1.7k | 73.88 |
| 2021-06-30 | $123k | 1.7k | 72.70 |
| 2021-03-31 | $130k | 2.0k | 65.26 |
More positions owned by Center for Financial Planning
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