iShares S&P 500 Growth Index shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17M | 169k | 101.51 |
| 2024-09-30 | $17M | 190k | 88.16 |
| 2024-06-30 | $22M | 240k | 92.54 |
| 2024-03-31 | $16M | 184k | 85.03 |
| 2023-12-31 | $14M | 184k | 75.60 |
| 2023-09-30 | $13M | 216k | 60.12 |
| 2023-06-30 | $17M | 235k | 70.48 |
| 2023-03-31 | $15M | 241k | 63.89 |
| 2022-12-31 | $14M | 243k | 58.50 |
| 2022-09-30 | $9.5M | 165k | 57.85 |
| 2022-06-30 | $15M | 253k | 60.35 |
| 2022-03-31 | $15M | 197k | 76.38 |
| 2021-12-31 | $14M | 172k | 83.65 |
| 2021-09-30 | $15M | 203k | 73.91 |
| 2021-06-30 | $12M | 162k | 73.02 |
| 2021-03-31 | $14M | 211k | 65.11 |
| 2020-12-31 | $12M | 182k | 65.91 |
| 2020-09-30 | $13M | 56k | 231.06 |
| 2020-06-30 | $7.2M | 37k | 192.92 |
| 2020-03-31 | $6.6M | 40k | 165.04 |
| 2019-12-31 | $8.8M | 46k | 193.64 |
| 2019-09-30 | $8.1M | 45k | 180.02 |
| 2019-06-30 | $7.9M | 44k | 179.23 |
| 2019-03-31 | $8.9M | 52k | 172.35 |
| 2018-12-31 | $2.0M | 70k | 28.43 |
| 2018-09-30 | $4.9M | 58k | 85.11 |
| 2018-06-30 | $10M | 64k | 163.13 |
| 2018-03-31 | $10M | 65k | 155.06 |
| 2017-12-31 | $9.0M | 59k | 152.76 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management