iShares S&P 500 Growth Index shares owned by Everhart Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Everhart Financial Group 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 Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 6.3k | 120.72 |
| 2025-06-30 | $694k | 6.3k | 110.10 |
| 2025-03-31 | $606k | 6.5k | 92.83 |
| 2024-12-31 | $680k | 6.7k | 101.53 |
| 2024-09-30 | $633k | 6.6k | 95.75 |
| 2024-06-30 | $502k | 5.4k | 92.54 |
| 2024-03-31 | $483k | 5.7k | 84.44 |