iShares S&P 500 Growth Index shares owned by Merkkuri Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Merkkuri Wealth Advisors
from 13F filings
Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 21k | 120.72 |
| 2025-06-30 | $2.2M | 20k | 110.10 |
| 2025-03-31 | $1.9M | 21k | 92.83 |
| 2024-12-31 | $2.0M | 20k | 101.53 |
| 2024-09-30 | $1.7M | 18k | 95.75 |
| 2024-06-30 | $1.3M | 14k | 92.58 |