iShares S&P 500 Growth Index shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 5.7k | 120.72 |
| 2025-06-30 | $630k | 5.7k | 110.09 |
| 2025-03-31 | $531k | 5.7k | 92.83 |
| 2024-12-31 | $580k | 5.7k | 101.53 |
| 2024-09-30 | $547k | 5.7k | 95.75 |
| 2024-06-30 | $528k | 5.7k | 92.54 |
| 2024-03-31 | $419k | 5.0k | 84.45 |
| 2023-12-31 | $450k | 6.0k | 75.10 |
| 2023-09-30 | $480k | 7.0k | 68.42 |
| 2023-06-30 | $495k | 7.0k | 70.48 |
| 2023-03-31 | $448k | 7.0k | 63.89 |
| 2022-12-31 | $402k | 6.2k | 65.13 |
| 2022-09-30 | $346k | 6.0k | 57.79 |
| 2022-06-30 | $361k | 6.0k | 60.30 |
| 2022-03-31 | $457k | 6.0k | 76.33 |
| 2021-12-31 | $501k | 6.0k | 83.68 |
| 2021-06-30 | $435k | 6.0k | 72.66 |
| 2021-03-31 | $402k | 6.2k | 65.13 |
| 2020-12-31 | $394k | 6.2k | 63.84 |
| 2020-09-30 | $357k | 1.5k | 231.37 |
| 2020-06-30 | $330k | 1.6k | 207.55 |
| 2020-03-31 | $369k | 1.9k | 193.50 |
| 2019-12-31 | $369k | 1.9k | 193.50 |