iShares S&P 500 Growth Index shares owned by Northeast Financial Consultants
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Northeast Financial Consultants
from 13F filings
Historical chart of Northeast Financial Consultants investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Northeast Financial Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.0M | 54k | 110.10 |
| 2025-03-31 | $5.0M | 54k | 92.83 |
| 2024-12-31 | $5.3M | 53k | 101.53 |
| 2024-09-30 | $5.2M | 54k | 95.75 |
| 2024-06-30 | $5.0M | 54k | 92.54 |
| 2024-03-31 | $4.6M | 54k | 84.44 |
| 2023-12-31 | $4.1M | 54k | 75.10 |
| 2023-09-30 | $3.7M | 54k | 68.42 |
| 2023-06-30 | $3.8M | 54k | 70.48 |
| 2023-03-31 | $3.5M | 55k | 63.89 |
| 2022-12-31 | $3.3M | 56k | 58.50 |
| 2022-09-30 | $3.5M | 60k | 57.85 |
| 2022-06-30 | $3.6M | 60k | 60.35 |
| 2022-03-31 | $4.0M | 53k | 76.38 |
| 2021-12-31 | $4.5M | 53k | 83.66 |
| 2021-09-30 | $3.9M | 53k | 73.90 |
| 2021-06-30 | $3.9M | 53k | 72.73 |
| 2021-03-31 | $3.5M | 53k | 65.11 |
| 2020-12-31 | $3.4M | 53k | 63.81 |
| 2020-09-30 | $3.1M | 13k | 231.09 |
| 2020-06-30 | $1.9M | 9.3k | 207.53 |
| 2020-03-31 | $1.5M | 9.1k | 165.07 |
| 2019-12-31 | $1.7M | 9.0k | 193.60 |
| 2019-09-30 | $1.2M | 6.6k | 179.98 |
| 2019-06-30 | $1.2M | 6.6k | 179.17 |
| 2019-03-31 | $991k | 5.8k | 172.35 |
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