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
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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 |
|---|---|---|---|
| 2025-09-30 | $29M | 243k | 120.72 |
| 2025-06-30 | $25M | 229k | 110.10 |
| 2025-03-31 | $21M | 225k | 92.83 |
| 2024-12-31 | $18M | 173k | 101.53 |
| 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 | 83.66 |
| 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 |
More positions owned by Kestra Private Wealth Services
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