iShares S&P 500 Growth Index shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Lake Street Advisors Group 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 Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $847k | 8.8k | 95.75 |
| 2024-06-30 | $810k | 8.7k | 92.54 |
| 2023-12-31 | $657k | 8.7k | 75.10 |
| 2022-12-31 | $603k | 10k | 58.49 |
| 2022-09-30 | $596k | 10k | 57.82 |
| 2022-06-30 | $622k | 10k | 60.35 |
| 2022-03-31 | $846k | 11k | 76.35 |
More positions owned by Lake Street Advisors Group
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