iShares S&P 500 Growth Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by HB Wealth 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291M | 2.4M | 120.72 |
| 2025-06-30 | $251M | 2.3M | 110.10 |
| 2025-03-31 | $230M | 2.5M | 92.83 |
| 2024-12-31 | $252M | 2.5M | 101.54 |
| 2024-09-30 | $241M | 2.5M | 95.75 |
| 2024-06-30 | $234M | 2.5M | 92.54 |
| 2024-03-31 | $219M | 2.6M | 84.44 |
| 2023-12-31 | $198M | 2.6M | 75.10 |
| 2023-09-30 | $182M | 2.7M | 68.42 |
| 2023-06-30 | $189M | 2.7M | 70.48 |
| 2023-03-31 | $173M | 2.7M | 63.89 |
| 2022-12-31 | $159M | 2.7M | 58.50 |
| 2022-09-30 | $155M | 2.7M | 57.85 |
| 2022-06-30 | $161M | 2.7M | 60.35 |
| 2022-03-31 | $197M | 2.6M | 76.38 |
| 2021-12-31 | $215M | 2.6M | 83.67 |
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