iShares S&P 500 Growth Index shares owned by First Foundation Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares S&P 500 Growth Index by First Foundation Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.7M | 17k | 101.53 |
2024-09-30 | $1.6M | 17k | 95.75 |
2024-06-30 | $1.4M | 16k | 92.54 |
2024-03-31 | $1.2M | 14k | 84.44 |
2023-12-31 | $846k | 11k | 75.10 |
2023-09-30 | $755k | 11k | 68.42 |
2023-06-30 | $615k | 8.7k | 70.48 |
2023-03-31 | $562k | 8.8k | 63.89 |
2022-12-31 | $568k | 9.7k | 58.50 |
2022-09-30 | $342k | 5.9k | 57.93 |
2022-06-30 | $272k | 4.5k | 60.44 |
2022-03-31 | $344k | 4.5k | 76.44 |
2021-12-31 | $377k | 4.5k | 83.78 |
2021-09-30 | $333k | 4.5k | 74.00 |
2021-06-30 | $327k | 4.5k | 72.67 |
2020-12-31 | $204k | 3.2k | 63.67 |
2020-06-30 | $203k | 977 | 207.78 |