iShares S&P 500 Growth Index shares owned by Independence Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Independence Wealth Advisors
from 13F filings
Historical chart of Independence Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Independence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $11M | 172k | 63.82 |
| 2020-09-30 | $10M | 44k | 231.07 |
| 2020-06-30 | $9.1M | 44k | 207.48 |
| 2020-03-31 | $5.9M | 36k | 165.03 |
| 2019-12-31 | $7.0M | 36k | 193.65 |
| 2019-09-30 | $6.6M | 37k | 180.03 |
| 2019-06-30 | $6.8M | 38k | 179.23 |
| 2019-03-31 | $6.7M | 39k | 172.37 |
| 2018-12-31 | $5.9M | 39k | 150.67 |
| 2018-09-30 | $6.9M | 39k | 177.16 |
| 2018-06-30 | $6.8M | 42k | 162.59 |
| 2018-03-31 | $6.7M | 43k | 155.06 |
| 2017-12-31 | $6.8M | 45k | 152.77 |
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