iShares S&P 500 Growth Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 28k | 120.73 |
| 2025-06-30 | $2.8M | 26k | 110.10 |
| 2025-03-31 | $2.5M | 27k | 92.83 |
| 2024-12-31 | $1.9M | 19k | 101.53 |
| 2024-09-30 | $1.7M | 18k | 95.76 |
| 2024-06-30 | $2.2M | 24k | 91.29 |
| 2024-03-31 | $1.3M | 16k | 81.24 |
| 2023-12-31 | $796k | 11k | 75.10 |
| 2023-09-30 | $664k | 9.7k | 68.42 |
| 2023-06-30 | $278k | 3.9k | 70.48 |
| 2023-03-31 | $249k | 3.9k | 63.89 |
| 2022-12-31 | $215k | 3.7k | 58.50 |
More positions owned by EverSource Wealth Advisors
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