iShares S&P 500 Growth Index shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Financial Planning & Information Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $473k | 4.9k | 95.75 |
| 2024-06-30 | $459k | 5.0k | 92.54 |
| 2024-03-31 | $423k | 5.0k | 84.44 |
| 2023-09-30 | $362k | 5.3k | 68.42 |
| 2023-06-30 | $384k | 5.4k | 70.48 |
| 2023-03-31 | $348k | 5.5k | 63.89 |
| 2022-12-31 | $326k | 5.6k | 58.50 |
| 2022-09-30 | $321k | 5.5k | 57.86 |
| 2022-06-30 | $338k | 5.6k | 60.38 |
| 2022-03-31 | $425k | 5.6k | 76.44 |
| 2021-12-31 | $465k | 5.6k | 83.63 |
| 2021-09-30 | $430k | 5.8k | 73.95 |
| 2021-06-30 | $428k | 5.9k | 72.79 |
| 2021-03-31 | $386k | 5.9k | 65.11 |
| 2020-12-31 | $378k | 5.9k | 63.77 |
| 2020-09-30 | $342k | 1.5k | 230.77 |
| 2020-06-30 | $313k | 1.5k | 207.56 |
| 2020-03-31 | $262k | 1.6k | 164.78 |
| 2019-12-31 | $318k | 1.6k | 193.67 |
| 2019-09-30 | $291k | 1.6k | 179.74 |
| 2019-06-30 | $290k | 1.6k | 179.12 |
| 2019-03-31 | $281k | 1.6k | 172.29 |
| 2018-12-31 | $300k | 2.0k | 150.91 |
| 2018-09-30 | $353k | 2.0k | 177.03 |
| 2018-06-30 | $324k | 2.0k | 162.49 |
| 2018-03-31 | $303k | 2.0k | 155.31 |
| 2017-12-31 | $290k | 1.9k | 152.87 |
| 2017-09-30 | $291k | 2.0k | 143.28 |
| 2017-06-30 | $279k | 2.0k | 136.83 |
| 2017-03-31 | $273k | 2.1k | 131.44 |
| 2016-12-31 | $253k | 2.1k | 121.81 |
| 2016-09-30 | $258k | 2.1k | 121.76 |
| 2016-06-30 | $247k | 2.1k | 116.56 |
| 2016-03-31 | $246k | 2.1k | 116.09 |
| 2015-12-31 | $245k | 2.1k | 115.62 |
| 2015-09-30 | $228k | 2.1k | 107.60 |
| 2015-06-30 | $241k | 2.1k | 113.73 |
| 2015-03-31 | $255k | 2.2k | 114.15 |
| 2014-12-31 | $239k | 2.2k | 106.98 |
| 2014-09-30 | $239k | 2.2k | 106.98 |
| 2014-06-30 | $245k | 2.3k | 105.15 |
| 2014-03-31 | $233k | 2.3k | 100.00 |
| 2013-12-31 | $231k | 2.3k | 98.72 |
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