iShares S&P 500 Growth Index shares owned by Financial Life Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Financial Life 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 Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33M | 396k | 84.44 |
| 2023-12-31 | $31M | 409k | 75.10 |
| 2023-09-30 | $30M | 443k | 68.42 |
| 2023-06-30 | $30M | 428k | 70.48 |
| 2023-03-31 | $24M | 382k | 63.89 |
| 2022-12-31 | $22M | 369k | 58.50 |
| 2022-09-30 | $14M | 248k | 57.85 |
| 2022-06-30 | $14M | 224k | 60.35 |
| 2022-03-31 | $18M | 233k | 76.38 |
| 2021-12-31 | $20M | 238k | 83.67 |
| 2021-09-30 | $18M | 239k | 73.91 |
| 2021-06-30 | $17M | 237k | 72.73 |
| 2021-03-31 | $15M | 234k | 65.11 |
| 2020-12-31 | $15M | 230k | 63.82 |
| 2020-09-30 | $14M | 60k | 231.08 |
| 2020-06-30 | $13M | 60k | 207.54 |
| 2020-03-31 | $10M | 63k | 165.05 |
| 2019-12-31 | $13M | 69k | 193.66 |
| 2019-09-30 | $13M | 70k | 180.02 |
| 2019-06-30 | $12M | 68k | 179.24 |
| 2019-03-31 | $11M | 66k | 172.36 |
| 2018-12-31 | $9.4M | 63k | 150.67 |
| 2018-09-30 | $11M | 59k | 177.16 |
| 2018-06-30 | $8.3M | 51k | 162.60 |
| 2018-03-31 | $5.6M | 37k | 151.32 |
| 2017-12-31 | $7.9M | 51k | 152.77 |