iShares S&P 500 Growth Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by GeoWealth Management 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 GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 67k | 120.72 |
| 2025-06-30 | $5.1M | 46k | 110.10 |
| 2025-03-31 | $4.7M | 51k | 92.83 |
| 2024-12-31 | $4.0M | 39k | 101.53 |
| 2024-09-30 | $1.0M | 11k | 95.75 |
| 2024-06-30 | $1.0M | 11k | 92.54 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $89k | 1.3k | 68.41 |
| 2023-03-31 | $2.8M | 43k | 63.90 |
| 2020-06-30 | $201k | 967 | 207.86 |