iShares S&P 500 Growth Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Guidance Point 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 Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 191k | 75.12 |
| 2023-09-30 | $13M | 193k | 68.42 |
| 2023-06-30 | $14M | 194k | 70.48 |
| 2023-03-31 | $12M | 194k | 63.89 |
| 2022-12-31 | $11M | 193k | 58.50 |
| 2022-09-30 | $11M | 197k | 57.87 |
| 2022-06-30 | $12M | 195k | 60.35 |
| 2022-03-31 | $14M | 188k | 76.69 |
| 2021-12-31 | $15M | 183k | 83.67 |
| 2021-09-30 | $14M | 182k | 73.91 |
| 2021-06-30 | $13M | 176k | 72.73 |
| 2021-03-31 | $11M | 174k | 65.11 |
| 2020-12-31 | $11M | 172k | 63.82 |
| 2020-09-30 | $9.8M | 42k | 231.08 |
| 2020-06-30 | $9.8M | 47k | 207.48 |
| 2020-03-31 | $7.9M | 48k | 165.05 |
| 2019-12-31 | $10M | 53k | 193.61 |
| 2019-09-30 | $9.3M | 52k | 180.02 |
| 2019-06-30 | $9.2M | 51k | 179.24 |
| 2019-03-31 | $8.8M | 51k | 172.36 |
| 2018-12-31 | $7.9M | 53k | 150.66 |