iShares S&P 500 Growth Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $88k | 1.3k | 68.42 |
| 2023-06-30 | $91k | 1.3k | 70.48 |
| 2023-03-31 | $83k | 1.3k | 63.89 |
| 2022-12-31 | $76k | 1.3k | 58.50 |
| 2022-09-30 | $75k | 1.3k | 58.05 |
| 2022-06-30 | $78k | 1.3k | 60.37 |
| 2022-03-31 | $99k | 1.3k | 76.63 |
| 2021-12-31 | $108k | 1.3k | 83.59 |
| 2021-09-30 | $95k | 1.3k | 73.53 |
| 2021-06-30 | $94k | 1.3k | 72.76 |
| 2021-03-31 | $543k | 8.3k | 65.15 |
| 2020-12-31 | $552k | 8.6k | 63.86 |
| 2020-09-30 | $3.7M | 16k | 231.06 |
| 2020-06-30 | $4.0M | 19k | 207.49 |
| 2020-03-31 | $8.2M | 50k | 165.05 |
| 2019-12-31 | $9.0M | 47k | 193.64 |