iShares S&P 500 Growth Index shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 51k | 120.72 |
| 2025-06-30 | $7.4M | 67k | 110.10 |
| 2025-03-31 | $6.4M | 70k | 92.83 |
| 2024-12-31 | $7.7M | 76k | 101.53 |
| 2024-09-30 | $7.1M | 75k | 95.75 |
| 2024-06-30 | $5.5M | 59k | 92.54 |
| 2024-03-31 | $3.8M | 45k | 84.44 |
| 2023-12-31 | $330k | 4.4k | 75.10 |
| 2023-09-30 | $227k | 3.3k | 68.43 |
| 2023-06-30 | $1.3M | 18k | 70.48 |
| 2023-03-31 | $1.2M | 20k | 63.89 |
| 2022-12-31 | $1.1M | 19k | 58.50 |
| 2022-09-30 | $1.9M | 33k | 57.86 |
| 2022-06-30 | $5.1M | 85k | 60.35 |
| 2022-03-31 | $6.4M | 84k | 76.38 |
| 2021-12-31 | $7.1M | 85k | 83.67 |
| 2021-09-30 | $6.6M | 89k | 73.91 |
| 2021-06-30 | $6.4M | 88k | 72.73 |
| 2021-03-31 | $5.0k | 80 | 62.50 |
| 2020-12-31 | $5.0k | 80 | 62.50 |
| 2020-09-30 | $5.0k | 20 | 250.00 |
| 2020-06-30 | $4.0k | 20 | 200.00 |
| 2020-03-31 | $3.0k | 20 | 150.00 |
| 2019-12-31 | $35k | 179 | 195.53 |
| 2019-09-30 | $32k | 177 | 180.79 |
| 2019-06-30 | $54k | 297 | 181.82 |
| 2019-03-31 | $101k | 589 | 171.48 |
| 2018-12-31 | $24k | 156 | 153.85 |
| 2018-09-30 | $4.0k | 20 | 200.00 |
| 2018-03-31 | $709k | 4.7k | 151.24 |
| 2017-12-31 | $760k | 4.8k | 157.87 |
| 2017-09-30 | $810k | 5.6k | 145.32 |
| 2017-06-30 | $663k | 4.8k | 137.47 |
| 2017-03-31 | $546k | 4.2k | 131.12 |
| 2016-12-31 | $627k | 5.0k | 124.63 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency