iShares S&P 500 Growth Index shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors 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 Lantern 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 Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 9.5k | 120.73 |
| 2025-06-30 | $1.1M | 9.6k | 110.10 |
| 2024-12-31 | $1.0M | 10k | 101.54 |
| 2024-09-30 | $986k | 10k | 95.75 |
| 2024-06-30 | $623k | 6.7k | 92.54 |
| 2024-03-31 | $446k | 5.3k | 84.46 |