iShares S&P 500 Growth Index shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $384k | 4.0k | 95.75 |
| 2024-06-30 | $370k | 4.0k | 92.54 |
| 2024-03-31 | $338k | 4.0k | 84.44 |
| 2023-12-31 | $300k | 4.0k | 75.10 |
| 2023-09-30 | $274k | 4.0k | 68.42 |
| 2023-06-30 | $282k | 4.0k | 70.48 |
| 2023-03-31 | $256k | 4.0k | 63.89 |
| 2022-12-31 | $234k | 4.0k | 58.50 |
| 2022-09-30 | $235k | 4.1k | 57.90 |
| 2022-06-30 | $241k | 4.0k | 60.25 |
| 2022-03-31 | $306k | 4.0k | 76.50 |
| 2021-12-31 | $335k | 4.0k | 83.75 |
More positions owned by High Net Worth Advisory Group
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