iShares S&P 500 Growth Index shares owned by Higgins & Schmidt Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Higgins & Schmidt Wealth Strategies
from 13F filings
Historical chart of Higgins & Schmidt Wealth Strategies investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Higgins & Schmidt Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 70k | 120.72 |
| 2025-06-30 | $7.9M | 72k | 110.10 |
| 2025-03-31 | $6.8M | 73k | 92.83 |
| 2024-12-31 | $7.6M | 75k | 101.53 |
| 2024-09-30 | $7.9M | 82k | 95.75 |
| 2024-06-30 | $8.0M | 86k | 92.54 |
| 2024-03-31 | $7.4M | 87k | 84.44 |
| 2023-12-31 | $6.6M | 88k | 75.10 |
More positions owned by Higgins & Schmidt Wealth Strategies
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