iShares S&P 500 Growth Index shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth 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 Opal Wealth 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 Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $723k | 6.0k | 120.72 |
| 2025-06-30 | $685k | 6.2k | 110.10 |
| 2025-03-31 | $79k | 848 | 92.83 |
| 2024-12-31 | $640k | 6.3k | 101.53 |
| 2024-06-30 | $124k | 1.3k | 92.54 |
| 2022-12-31 | $1.1M | 19k | 58.50 |
| 2022-09-30 | $676k | 12k | 57.86 |
| 2022-06-30 | $648k | 11k | 60.35 |