iShares S&P 500 Growth Index shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Fortis 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 Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.1k | 120.70 |
| 2025-06-30 | $287k | 2.6k | 110.08 |
| 2025-03-31 | $289k | 3.1k | 92.82 |
| 2024-12-31 | $314k | 3.1k | 101.53 |
| 2024-09-30 | $262k | 2.7k | 95.75 |
| 2024-06-30 | $232k | 2.5k | 92.54 |
| 2024-03-31 | $84k | 998 | 84.44 |
| 2018-12-31 | $80k | 530 | 150.94 |
| 2018-09-30 | $93k | 527 | 176.47 |
| 2018-06-30 | $85k | 526 | 161.60 |
| 2018-03-31 | $82k | 526 | 155.89 |
| 2017-12-31 | $80k | 524 | 152.67 |