iShares S&P 500 Growth Index shares owned by O'Connor Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by O'Connor Financial Group
from 13F filings
Historical chart of O'Connor Financial Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by O'Connor Financial Group 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 O'Connor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 4.7k | 120.72 |
| 2025-06-30 | $523k | 4.7k | 110.80 |
| 2025-03-31 | $440k | 4.7k | 92.83 |
| 2024-12-31 | $428k | 4.2k | 101.53 |
| 2024-09-30 | $404k | 4.2k | 95.75 |
| 2024-06-30 | $452k | 4.9k | 92.54 |
| 2024-03-31 | $414k | 4.9k | 84.44 |
| 2023-12-31 | $370k | 4.9k | 75.10 |
| 2023-09-30 | $340k | 5.0k | 68.41 |
| 2023-06-30 | $350k | 5.0k | 70.48 |
| 2023-03-31 | $285k | 4.5k | 63.89 |