iShares S&P 500 Growth Index shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management 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 Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $528k | 3.8k | 137.53 |
| 2026-03-31 | $257k | 2.3k | 113.15 |
| 2025-12-31 | $231k | 1.9k | 123.27 |
| 2025-09-30 | $230k | 1.9k | 120.74 |
| 2025-06-30 | $171k | 1.6k | 110.13 |
| 2025-03-31 | $133k | 1.4k | 92.87 |
| 2024-12-31 | $145k | 1.4k | 101.54 |
| 2024-09-30 | $137k | 1.4k | 95.79 |
| 2024-06-30 | $36k | 384 | 92.61 |
| 2024-03-31 | $32k | 384 | 84.44 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors