iShares S&P 500 Growth Index shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning 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 Partners in Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 3.6k | 120.71 |
| 2025-06-30 | $396k | 3.6k | 110.11 |
| 2025-03-31 | $333k | 3.6k | 92.83 |
| 2024-09-30 | $459k | 4.8k | 95.76 |
| 2024-06-30 | $461k | 5.0k | 92.54 |
| 2024-03-31 | $442k | 5.2k | 84.45 |
| 2023-12-31 | $338k | 4.5k | 75.10 |
| 2023-09-30 | $390k | 5.7k | 68.42 |
| 2023-06-30 | $416k | 5.9k | 70.48 |
| 2023-03-31 | $394k | 6.2k | 63.89 |
| 2022-12-31 | $367k | 6.4k | 57.77 |
| 2022-09-30 | $396k | 6.4k | 61.61 |
| 2022-06-30 | $432k | 6.5k | 66.39 |
| 2022-03-31 | $461k | 6.7k | 69.22 |
| 2021-12-31 | $491k | 6.7k | 73.70 |
| 2021-09-30 | $503k | 6.8k | 73.91 |
| 2021-06-30 | $498k | 6.8k | 72.73 |
More positions owned by Partners in Financial Planning
View all positions for Partners in Financial Planning