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iShares S&P 500 Growth Index shares owned by PFG Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by PFG Private Wealth Management from 13F filings

Historical chart of PFG Private Wealth Management 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 PFG Private Wealth Management 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 3.2k 120.74
2023-12-31 $4.7k 63 75.10
2023-09-30 $7.7k 113 68.42
2023-06-30 $15k 211 70.48
2023-03-31 $14k 211 63.89
2022-12-31 $114k 2.0k 58.25
2022-09-30 $9.0k 147 61.22
2022-06-30 $7.0k 114 61.40
2022-03-31 $9.0k 114 78.95
2021-12-31 $10k 114 87.72
2021-09-30 $3.0k 47 63.83