iShares S&P 500 Growth Index shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by FSM Wealth 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 FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $850k | 8.9k | 95.75 |
| 2024-06-30 | $822k | 8.9k | 92.54 |
| 2024-03-31 | $750k | 8.9k | 84.44 |
| 2023-12-31 | $667k | 8.9k | 75.10 |
| 2023-09-30 | $607k | 8.9k | 68.42 |
| 2023-06-30 | $620k | 8.9k | 69.80 |
| 2023-03-31 | $567k | 8.9k | 63.89 |
| 2022-12-31 | $519k | 8.9k | 58.50 |
| 2022-09-30 | $514k | 8.9k | 57.91 |
| 2022-06-30 | $279k | 4.1k | 68.58 |