iShares S&P 500 Growth Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 292 | 120.72 |
| 2025-06-30 | $32k | 292 | 110.10 |
| 2025-03-31 | $27k | 292 | 92.83 |
| 2024-12-31 | $31k | 308 | 101.53 |
| 2024-09-30 | $53k | 548 | 95.75 |
| 2024-06-30 | $189k | 2.0k | 92.54 |
| 2024-03-31 | $114k | 1.3k | 84.44 |
| 2023-12-31 | $101k | 1.3k | 75.10 |
| 2023-09-30 | $92k | 1.3k | 68.42 |
| 2023-06-30 | $97k | 1.4k | 70.48 |
| 2023-03-31 | $86k | 1.3k | 63.89 |
| 2022-12-31 | $79k | 1.3k | 58.50 |
| 2022-09-30 | $2.9M | 50k | 57.84 |
| 2022-06-30 | $3.1M | 51k | 61.67 |
| 2020-12-31 | $16k | 252 | 63.49 |