Patriot Financial Group Insurance Agency »

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

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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

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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
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

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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Amazon (AMZN)
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Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding iShares S&P 500 Growth Index

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Jones Financial Companies, L.L
Stifel Financial
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CWM
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View all funds holding iShares S&P 500 Growth Index