iShares S&P 500 Growth Index shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Kingswood Wealth Advisors 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 24k | 120.72 |
| 2025-06-30 | $2.3M | 21k | 110.10 |
| 2025-03-31 | $2.0M | 21k | 92.89 |
| 2024-12-31 | $1.8M | 18k | 101.53 |
| 2024-09-30 | $1.5M | 15k | 95.69 |
| 2024-06-30 | $969k | 11k | 92.55 |
| 2024-03-31 | $312k | 3.7k | 84.44 |
| 2023-12-31 | $393k | 5.2k | 75.10 |