iShares S&P 500 Growth Index shares owned by My Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy 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 My Legacy 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 My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 52k | 95.75 |
| 2024-06-30 | $8.3M | 90k | 92.54 |
| 2024-03-31 | $4.3M | 50k | 84.44 |
| 2023-12-31 | $1.6M | 22k | 75.63 |
| 2023-09-30 | $1.4M | 20k | 68.72 |
| 2023-06-30 | $265k | 3.7k | 71.07 |