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iShares S&P 500 Growth Index shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services 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 Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $66M 686k 95.75
2024-06-30 $67M 725k 92.54
2024-03-31 $38M 450k 84.44
2023-12-31 $9.1M 121k 75.10
2019-09-30 $136k 757 179.66
2019-06-30 $118k 658 179.33