iShares S&P 500 Growth Index shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group 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 Forum Private Client Group 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 Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $377k | 3.1k | 120.70 |
| 2025-06-30 | $344k | 3.1k | 110.08 |
| 2025-03-31 | $290k | 3.1k | 92.82 |
| 2024-12-31 | $318k | 3.1k | 101.52 |
| 2024-09-30 | $303k | 3.2k | 95.74 |
| 2024-03-31 | $298k | 3.5k | 84.44 |
| 2023-12-31 | $280k | 3.7k | 75.10 |
| 2023-06-30 | $300k | 4.3k | 70.48 |
| 2023-03-31 | $272k | 4.3k | 63.89 |
| 2022-12-31 | $249k | 4.3k | 58.50 |
| 2022-09-30 | $246k | 4.3k | 57.79 |
| 2022-06-30 | $257k | 4.3k | 60.27 |
| 2022-03-31 | $256k | 3.3k | 76.44 |
More positions owned by Forum Private Client Group
View all positions for Forum Private Client Group