iShares S&P 500 Growth Index shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by IAG Wealth Partners 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 625 | 120.72 |
| 2025-06-30 | $83k | 754 | 110.10 |
| 2025-03-31 | $70k | 754 | 92.83 |
| 2024-12-31 | $72k | 710 | 101.53 |
| 2024-09-30 | $44k | 455 | 95.75 |
| 2024-06-30 | $68k | 735 | 92.54 |
| 2024-03-31 | $62k | 735 | 84.44 |
| 2023-12-31 | $61k | 810 | 75.10 |