iShares S&P 500 Growth Index shares owned by Francis Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $574k | 4.8k | 120.73 |
| 2025-06-30 | $519k | 4.7k | 110.11 |
| 2025-03-31 | $438k | 4.7k | 92.84 |
| 2024-12-31 | $527k | 5.2k | 101.54 |
| 2024-09-30 | $500k | 5.2k | 95.76 |
| 2024-06-30 | $484k | 5.2k | 92.55 |
| 2024-03-31 | $415k | 4.9k | 84.45 |
| 2023-12-31 | $206k | 2.7k | 75.11 |