iShares S&P 500 Growth Index shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $15M | 130k | 113.11 |
| 2025-12-31 | $813k | 6.6k | 123.27 |
| 2025-09-30 | $461k | 3.8k | 120.73 |
| 2025-06-30 | $440k | 4.0k | 110.11 |
| 2024-12-31 | $13M | 129k | 101.53 |
| 2020-12-31 | $255k | 4.0k | 63.88 |
| 2020-09-30 | $215k | 3.8k | 56.40 |
| 2020-06-30 | $366k | 1.6k | 225.23 |
| 2019-12-31 | $14M | 73k | 193.64 |
| 2017-03-31 | $7.8M | 60k | 131.23 |
More positions owned by Independent Advisor Alliance
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