iShares S&P 500 Growth Index shares owned by Fragasso
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fragasso
from 13F filings
Historical chart of Fragasso investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Fragasso 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 Fragasso
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 2.3k | 121.06 |
| 2025-06-30 | $251k | 2.3k | 110.09 |
| 2025-03-31 | $214k | 2.3k | 92.82 |
| 2024-12-31 | $235k | 2.3k | 101.52 |
| 2024-03-31 | $204k | 2.4k | 84.44 |
| 2023-06-30 | $222k | 3.2k | 70.49 |
| 2023-03-31 | $203k | 3.2k | 63.89 |
| 2022-12-31 | $214k | 3.7k | 58.50 |
| 2022-09-30 | $208k | 3.6k | 57.75 |
| 2022-03-31 | $225k | 2.9k | 76.50 |
| 2021-12-31 | $220k | 2.6k | 83.62 |