iShares S&P 500 Growth Index shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by LMG Wealth 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 LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 334k | 120.72 |
| 2025-06-30 | $37M | 335k | 110.10 |
| 2025-03-31 | $31M | 338k | 92.83 |
| 2024-12-31 | $35M | 342k | 101.53 |
| 2024-09-30 | $33M | 341k | 95.75 |
| 2024-06-30 | $32M | 350k | 92.54 |
| 2024-03-31 | $29M | 348k | 84.44 |
| 2023-12-31 | $27M | 365k | 75.10 |
| 2023-09-30 | $25M | 367k | 68.42 |
| 2023-06-30 | $25M | 361k | 70.48 |
| 2023-03-31 | $23M | 359k | 63.89 |
| 2022-12-31 | $21M | 351k | 60.18 |