iShares S&P 500 Growth Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $755k | 6.3k | 120.72 |
| 2025-06-30 | $689k | 6.3k | 110.10 |
| 2025-03-31 | $581k | 6.3k | 92.83 |
| 2024-12-31 | $635k | 6.3k | 101.53 |
| 2024-09-30 | $599k | 6.3k | 95.75 |
| 2024-06-30 | $579k | 6.3k | 92.54 |
| 2024-03-31 | $528k | 6.3k | 84.44 |
| 2023-12-31 | $470k | 6.3k | 75.10 |
| 2023-09-30 | $429k | 6.3k | 68.64 |
| 2023-06-30 | $441k | 6.3k | 70.48 |
| 2023-03-31 | $400k | 6.3k | 63.89 |
| 2022-12-31 | $707k | 12k | 58.52 |
| 2022-09-30 | $362k | 6.3k | 57.86 |
| 2022-06-30 | $378k | 6.3k | 60.42 |
| 2022-03-31 | $478k | 6.3k | 76.41 |
| 2021-12-31 | $523k | 6.3k | 83.60 |