iShares S&P 500 Growth Index shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 37k | 75.10 |
| 2023-09-30 | $2.5M | 37k | 68.42 |
| 2023-06-30 | $2.6M | 37k | 70.48 |
| 2023-03-31 | $2.3M | 37k | 63.89 |
| 2022-12-31 | $2.1M | 37k | 58.50 |
| 2022-09-30 | $2.1M | 37k | 57.85 |
| 2022-06-30 | $2.2M | 37k | 60.34 |
| 2022-03-31 | $2.8M | 37k | 76.37 |
| 2021-12-31 | $3.1M | 37k | 83.66 |
| 2021-09-30 | $2.7M | 37k | 73.91 |
| 2021-06-30 | $2.7M | 37k | 72.73 |
| 2021-03-31 | $2.4M | 37k | 65.11 |
| 2020-12-31 | $2.3M | 37k | 63.79 |
| 2020-09-30 | $1.9M | 9.1k | 207.39 |
| 2020-06-30 | $1.9M | 9.1k | 207.39 |
| 2020-03-31 | $1.5M | 9.1k | 164.97 |
| 2019-12-31 | $1.8M | 9.1k | 193.58 |
| 2019-09-30 | $1.6M | 9.1k | 179.98 |
| 2019-06-30 | $1.6M | 9.1k | 179.22 |
| 2019-03-31 | $1.6M | 9.6k | 172.30 |
| 2018-12-31 | $1.4M | 9.6k | 150.63 |
More positions owned by Great Point Wealth Advisors
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