iShares S&P 500 Growth Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Morris Financial Concepts 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 Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 42k | 120.72 |
| 2025-06-30 | $4.7M | 42k | 110.10 |
| 2025-03-31 | $3.9M | 42k | 92.83 |
| 2024-12-31 | $4.3M | 43k | 101.53 |
| 2024-09-30 | $4.1M | 43k | 95.75 |
| 2024-06-30 | $3.7M | 40k | 92.54 |
| 2024-03-31 | $3.3M | 39k | 84.44 |
| 2023-12-31 | $2.9M | 39k | 75.10 |
| 2023-09-30 | $2.8M | 42k | 68.42 |
| 2023-06-30 | $2.9M | 42k | 70.48 |
| 2023-03-31 | $2.7M | 42k | 63.89 |
| 2022-12-31 | $2.4M | 42k | 58.50 |
| 2022-09-30 | $2.4M | 42k | 57.85 |
| 2022-06-30 | $2.5M | 42k | 60.34 |
| 2022-03-31 | $3.2M | 42k | 76.39 |
| 2021-12-31 | $3.5M | 42k | 83.68 |