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iShares S&P 500 Growth Index shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners 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 Kmg Fiduciary Partners 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 Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 97k 120.72
2025-06-30 $11M 98k 110.10
2025-03-31 $8.7M 94k 92.83
2024-12-31 $8.7M 86k 101.53
2024-09-30 $7.9M 83k 95.75
2024-06-30 $3.2M 34k 92.54
2024-03-31 $1.8M 21k 84.44
2023-12-31 $1.6M 21k 75.10
2023-09-30 $1.4M 21k 68.42
2023-06-30 $1.5M 21k 70.48
2023-03-31 $1.3M 21k 63.89