iShares S&P 500 Growth Index shares owned by Pacific Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pacific Financial Group
from 13F filings
Historical chart of Pacific Financial Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Pacific Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 95k | 120.72 |
| 2025-06-30 | $11M | 100k | 110.10 |
| 2025-03-31 | $10M | 108k | 92.83 |
| 2024-12-31 | $11M | 110k | 101.53 |
| 2024-09-30 | $9.4M | 98k | 95.75 |
| 2024-06-30 | $10M | 108k | 92.54 |
| 2024-03-31 | $9.6M | 113k | 84.44 |
| 2023-12-31 | $8.6M | 115k | 75.10 |
| 2023-09-30 | $7.9M | 115k | 68.42 |
| 2023-06-30 | $8.2M | 117k | 70.48 |
| 2023-03-31 | $7.5M | 117k | 63.89 |
| 2022-12-31 | $6.8M | 117k | 58.50 |
| 2022-09-30 | $6.6M | 114k | 57.85 |
| 2022-06-30 | $7.6M | 126k | 60.35 |
| 2022-03-31 | $10M | 132k | 76.38 |
| 2021-12-31 | $11M | 131k | 80.86 |
| 2021-09-30 | $9.7M | 132k | 73.91 |
| 2021-06-30 | $9.7M | 134k | 72.73 |
| 2021-03-31 | $8.5M | 131k | 65.11 |
| 2020-12-31 | $8.7M | 136k | 63.82 |
| 2020-09-30 | $8.7M | 38k | 231.09 |
| 2020-06-30 | $2.4M | 14k | 165.06 |
| 2020-03-31 | $2.4M | 14k | 165.06 |
| 2019-12-31 | $2.8M | 14k | 193.60 |
| 2019-09-30 | $6.9M | 38k | 179.25 |
| 2019-06-30 | $7.4M | 43k | 172.35 |
| 2019-03-31 | $7.3M | 43k | 172.37 |
| 2018-12-31 | $6.4M | 43k | 150.66 |
| 2016-06-30 | $6.1M | 53k | 116.58 |
| 2015-12-31 | $6.2M | 53k | 115.81 |
| 2015-09-30 | $4.1M | 38k | 107.80 |
| 2015-06-30 | $4.3M | 38k | 113.85 |
| 2015-03-31 | $4.8M | 42k | 113.96 |
| 2014-12-31 | $1.0M | 9.4k | 111.61 |
| 2014-09-30 | $981k | 9.2k | 106.83 |
| 2014-06-30 | $961k | 9.1k | 105.18 |
| 2014-03-31 | $912k | 9.1k | 99.88 |
| 2013-12-31 | $908 | 74 | 12.27 |
| 2013-09-30 | $829k | 9.3k | 89.28 |
| 2013-06-30 | $815k | 9.7k | 83.93 |
| 2012-12-31 | $815k | 11k | 75.76 |
| 2012-09-30 | $893k | 12k | 77.86 |
| 2012-06-30 | $849k | 12k | 73.51 |
| 2012-03-31 | $934k | 12k | 75.39 |
| 2011-12-31 | $4.7M | 70k | 67.42 |
| 2011-09-30 | $3.9M | 64k | 61.24 |
| 2011-06-30 | $494k | 7.1k | 69.45 |
| 2011-03-31 | $487k | 7.1k | 68.74 |