iShares S&P 500 Growth Index shares owned by Family Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Family Wealth 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 Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.9k | 120.72 |
| 2025-06-30 | $930k | 8.5k | 110.10 |
| 2024-12-31 | $1.2M | 12k | 101.53 |
| 2024-09-30 | $924k | 9.7k | 95.75 |
| 2024-06-30 | $853k | 9.2k | 92.54 |
| 2024-03-31 | $452k | 5.4k | 84.43 |
| 2023-12-31 | $255k | 3.4k | 75.09 |