iShares S&P 500 Growth Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Fermata 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 Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 14k | 84.44 |
| 2023-12-31 | $1.0M | 14k | 75.10 |
| 2023-09-30 | $947k | 14k | 68.41 |
| 2023-03-31 | $590k | 9.2k | 63.90 |
| 2022-12-31 | $876k | 15k | 58.51 |
| 2022-09-30 | $1.1M | 19k | 57.83 |
| 2022-06-30 | $1.1M | 18k | 60.33 |
| 2022-03-31 | $1.4M | 18k | 76.36 |
| 2021-12-31 | $1.6M | 19k | 83.66 |
| 2021-09-30 | $1.5M | 21k | 73.92 |
| 2021-06-30 | $1.6M | 23k | 72.72 |
| 2021-03-31 | $900k | 14k | 65.16 |