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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Center for Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Center for Financial Planning