iShares S&P 500 Growth Index shares owned by Holistic Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Holistic Planning 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 Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 19k | 120.72 |
| 2025-06-30 | $2.1M | 19k | 110.10 |
| 2025-03-31 | $1.7M | 19k | 92.83 |
| 2024-12-31 | $1.9M | 19k | 101.53 |
| 2024-09-30 | $1.8M | 19k | 95.75 |
| 2024-06-30 | $1.1M | 13k | 84.44 |
| 2024-03-31 | $1.1M | 13k | 84.44 |