iShares S&P 500 Growth Index shares owned by LifeSteps Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by LifeSteps Financial 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 LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 12k | 95.75 |
| 2024-06-30 | $1.1M | 12k | 92.54 |
| 2024-03-31 | $994k | 12k | 84.44 |
| 2023-12-31 | $884k | 12k | 75.10 |
| 2023-09-30 | $805k | 12k | 68.42 |
| 2023-06-30 | $829k | 12k | 70.48 |
| 2023-03-31 | $752k | 12k | 63.89 |
| 2022-12-31 | $688k | 12k | 58.50 |
| 2022-09-30 | $681k | 12k | 57.87 |
| 2022-06-30 | $710k | 12k | 60.34 |
| 2022-03-31 | $899k | 12k | 76.40 |
| 2021-12-31 | $985k | 12k | 83.71 |
| 2021-09-30 | $870k | 12k | 73.94 |
| 2021-06-30 | $856k | 12k | 72.75 |
| 2021-03-31 | $749k | 12k | 65.13 |
| 2020-12-31 | $734k | 12k | 63.83 |
| 2020-09-30 | $664k | 2.9k | 230.96 |
| 2020-06-30 | $597k | 2.9k | 207.65 |
| 2020-03-31 | $519k | 3.1k | 165.08 |
| 2019-12-31 | $609k | 3.1k | 193.70 |