iShares S&P 500 Growth Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3B | 20M | 120.72 |
| 2025-06-30 | $2.1B | 19M | 110.10 |
| 2025-03-31 | $1.8B | 19M | 92.83 |
| 2024-12-31 | $1.8B | 18M | 101.53 |
| 2024-09-30 | $1.5B | 16M | 95.75 |
| 2024-06-30 | $1.4B | 15M | 92.54 |
| 2024-03-31 | $964M | 11M | 84.44 |
| 2023-09-30 | $527M | 7.7M | 68.42 |
| 2023-06-30 | $402M | 5.7M | 70.48 |
| 2023-03-31 | $315M | 4.9M | 63.89 |
| 2022-12-31 | $286M | 4.9M | 58.50 |
| 2022-09-30 | $286M | 4.9M | 57.85 |
| 2022-06-30 | $292M | 4.8M | 60.35 |
| 2022-03-31 | $431M | 5.6M | 76.38 |
| 2021-12-31 | $518M | 6.2M | 83.67 |
| 2021-09-30 | $400M | 5.4M | 73.91 |
| 2021-06-30 | $362M | 5.0M | 72.73 |
| 2021-03-31 | $325M | 5.0M | 65.11 |
| 2020-12-31 | $342M | 5.4M | 63.82 |
| 2020-09-30 | $333M | 1.4M | 231.08 |
| 2020-06-30 | $423M | 2.0M | 207.49 |
| 2020-03-31 | $355M | 2.2M | 165.05 |
| 2019-12-31 | $444M | 2.3M | 193.64 |
| 2019-09-30 | $428M | 2.4M | 180.03 |
| 2019-06-30 | $391M | 2.2M | 179.24 |
| 2019-03-31 | $388M | 2.3M | 172.36 |
| 2018-12-31 | $372M | 2.5M | 150.67 |
| 2018-09-30 | $421M | 2.4M | 177.17 |
| 2018-06-30 | $362M | 2.2M | 162.61 |
| 2018-03-31 | $329M | 2.1M | 155.07 |
| 2017-12-31 | $269M | 1.8M | 152.77 |
| 2017-09-30 | $242M | 1.7M | 143.42 |
| 2017-06-30 | $227M | 1.7M | 136.85 |
| 2017-03-31 | $2.3M | 17k | 131.49 |
| 2016-12-31 | $2.2M | 18k | 122.61 |
| 2016-09-30 | $1.9M | 16k | 120.84 |
| 2016-06-30 | $1.8M | 16k | 117.24 |
| 2016-03-31 | $284M | 2.5M | 115.64 |
| 2015-12-31 | $308M | 2.7M | 113.97 |
| 2015-09-30 | $110M | 981k | 111.66 |
| 2015-06-30 | $103M | 901k | 114.49 |
| 2015-03-31 | $119M | 1.1M | 113.43 |
| 2014-12-31 | $126M | 1.1M | 111.60 |
| 2014-09-30 | $101M | 961k | 105.19 |
| 2014-06-30 | $89M | 846k | 105.19 |
| 2014-03-31 | $164M | 1.6M | 99.84 |
| 2013-12-31 | $76M | 766k | 98.75 |
| 2013-09-30 | $65M | 712k | 90.71 |
| 2013-06-30 | $59M | 704k | 84.01 |
| 2012-09-30 | $93M | 1.2M | 77.85 |
| 2011-09-30 | $70M | 1.1M | 61.24 |