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iShares S&P 500 Growth Index shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 155k 95.75
2024-06-30 $12M 132k 92.54
2024-03-31 $9.2M 109k 84.44
2023-12-31 $6.3M 83k 75.10
2023-09-30 $5.8M 84k 68.42
2023-06-30 $4.0M 57k 70.48
2023-03-31 $3.4M 54k 63.89
2022-12-31 $2.7M 46k 58.50
2022-09-30 $4.2M 72k 57.85
2022-06-30 $4.0M 66k 60.36
2022-03-31 $3.5M 46k 76.38
2021-12-31 $4.7M 56k 83.68
2021-09-30 $2.9M 39k 73.92
2021-06-30 $2.8M 39k 72.73
2021-03-31 $3.1M 48k 65.11
2020-12-31 $5.1M 80k 63.57
2020-09-30 $4.6M 20k 231.09