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iShares S&P 500 Growth Index shares owned by Edgemoor Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Edgemoor Investment Advisors from 13F filings

Historical chart of Edgemoor Investment Advisors 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 Edgemoor Investment 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 2.2k 120.72
2025-06-30 $237k 2.2k 110.10
2024-12-31 $219k 2.2k 101.53
2024-09-30 $206k 2.2k 95.75