iShares S&P 500 Growth Index shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.6M | 40k | 113.11 |
| 2025-09-30 | $7.4M | 61k | 120.72 |
| 2025-06-30 | $6.0M | 54k | 110.10 |
| 2025-03-31 | $4.5M | 48k | 92.83 |
| 2024-12-31 | $7.1M | 70k | 101.53 |
| 2024-09-30 | $5.8M | 60k | 95.75 |
| 2024-06-30 | $5.0M | 54k | 92.54 |
| 2024-03-31 | $4.4M | 52k | 84.44 |
| 2023-12-31 | $4.3M | 58k | 75.10 |
| 2023-09-30 | $2.1M | 30k | 68.42 |
| 2023-06-30 | $2.0M | 28k | 70.48 |
| 2023-03-31 | $3.4M | 53k | 63.89 |
| 2022-12-31 | $2.8M | 48k | 58.50 |
| 2022-09-30 | $2.6M | 45k | 57.85 |
| 2022-06-30 | $2.5M | 42k | 60.35 |
| 2022-03-31 | $3.6M | 47k | 76.38 |
| 2021-12-31 | $3.9M | 47k | 83.67 |
| 2021-09-30 | $2.1M | 28k | 73.91 |
| 2021-06-30 | $852k | 12k | 72.73 |
| 2021-03-31 | $241k | 3.7k | 65.11 |
| 2020-12-31 | $236k | 3.7k | 63.81 |
| 2020-09-30 | $239k | 1.0k | 231.02 |
| 2020-06-30 | $215k | 1.0k | 207.44 |
More positions owned by Independent Financial Group
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