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iShares S&P 500 Growth Index shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 6.4k 120.72
2025-06-30 $767k 7.0k 110.10
2025-03-31 $722k 7.8k 92.83
2024-12-31 $757k 7.5k 101.52
2024-09-30 $787k 8.2k 95.74
2024-06-30 $589k 6.4k 92.53
2024-03-31 $537k 6.4k 84.44
2022-06-30 $266k 4.4k 60.45
2021-12-31 $368k 4.4k 83.64