iShares S&P 500 Growth Index shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $817k | 9.7k | 84.44 |
| 2023-12-31 | $726k | 9.7k | 75.10 |
| 2023-09-30 | $655k | 9.7k | 67.82 |
| 2023-06-30 | $687k | 9.8k | 70.48 |
| 2023-03-31 | $625k | 9.8k | 63.89 |
| 2022-12-31 | $740k | 13k | 58.50 |
| 2022-09-30 | $1.1M | 19k | 57.85 |
| 2022-06-30 | $1.2M | 19k | 60.33 |
| 2022-03-31 | $1.5M | 19k | 76.37 |
| 2021-12-31 | $1.7M | 21k | 83.69 |