iShares S&P 500 Growth Index shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Fiduciary Alliance 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 Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 19k | 120.72 |
| 2025-06-30 | $1.8M | 16k | 110.10 |
| 2025-03-31 | $1.5M | 16k | 92.83 |
| 2024-12-31 | $1.7M | 17k | 101.53 |
| 2024-09-30 | $1.6M | 17k | 95.75 |
| 2024-06-30 | $1.6M | 17k | 94.02 |
| 2024-03-31 | $1.4M | 17k | 84.57 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $1.2M | 17k | 70.48 |
| 2023-03-31 | $1.0M | 16k | 63.89 |
| 2022-12-31 | $930k | 16k | 58.50 |