iShares S&P 500 Growth Index shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by LGT Financial 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 LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 11k | 120.72 |
| 2025-06-30 | $1.2M | 11k | 110.10 |
| 2025-03-31 | $951k | 10k | 93.22 |
| 2024-12-31 | $1.1M | 11k | 101.53 |
| 2024-09-30 | $878k | 9.1k | 96.00 |
| 2024-06-30 | $793k | 8.6k | 92.54 |
| 2024-03-31 | $451k | 5.3k | 84.53 |
| 2023-12-31 | $230k | 3.1k | 75.11 |
| 2023-09-30 | $136k | 2.0k | 68.42 |
| 2023-06-30 | $81k | 1.1k | 70.48 |