iShares S&P 500 Growth Index shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Personal Cfo Solutions 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 Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0M | 18k | 113.11 |
| 2024-09-30 | $1.3M | 14k | 95.75 |
| 2024-06-30 | $1.2M | 13k | 92.54 |
| 2024-03-31 | $852k | 10k | 84.44 |
| 2023-09-30 | $587k | 8.6k | 68.42 |
| 2023-06-30 | $556k | 7.9k | 70.48 |
| 2023-03-31 | $511k | 8.0k | 63.89 |
| 2022-12-31 | $458k | 7.3k | 62.83 |
| 2022-09-30 | $644k | 11k | 57.88 |
| 2022-06-30 | $677k | 11k | 60.37 |
| 2022-03-31 | $940k | 12k | 76.35 |
| 2021-12-31 | $1.5M | 18k | 83.66 |
| 2021-09-30 | $1.4M | 19k | 73.89 |
| 2021-06-30 | $1.5M | 20k | 72.73 |
| 2021-03-31 | $1.4M | 21k | 65.11 |
| 2020-12-31 | $1.4M | 22k | 63.81 |
| 2020-09-30 | $999 | 5.3k | 0.19 |
| 2020-06-30 | $1.2M | 5.7k | 207.46 |
| 2020-03-31 | $1.4M | 8.4k | 165.09 |
| 2019-12-31 | $1.3M | 6.8k | 193.61 |
| 2019-09-30 | $1.1M | 6.4k | 179.06 |