iShares S&P 500 Growth Index shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 2.8k | 120.71 |
| 2025-06-30 | $303k | 2.7k | 110.10 |
| 2025-03-31 | $255k | 2.7k | 92.83 |
| 2024-12-31 | $279k | 2.7k | 101.53 |
| 2024-09-30 | $263k | 2.7k | 95.74 |
| 2024-06-30 | $253k | 2.7k | 92.53 |
| 2024-03-31 | $231k | 2.7k | 84.45 |
| 2023-12-31 | $205k | 2.7k | 75.09 |
| 2022-06-30 | $211k | 3.5k | 60.48 |
| 2022-03-31 | $311k | 4.1k | 76.41 |
| 2021-12-31 | $340k | 4.1k | 83.64 |
| 2021-09-30 | $300k | 4.1k | 73.87 |
| 2021-06-30 | $310k | 4.3k | 72.82 |
| 2021-03-31 | $291k | 4.5k | 65.10 |
| 2020-12-31 | $285k | 4.5k | 63.83 |
More positions owned by Morris Retirement Advisors
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