iShares S&P 500 Growth Index shares owned by Planning Center
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 5.1k | 120.72 |
| 2025-06-30 | $667k | 6.1k | 110.10 |
| 2025-03-31 | $656k | 7.1k | 92.83 |
| 2024-12-31 | $830k | 8.2k | 101.53 |
| 2024-09-30 | $961k | 10k | 95.75 |
| 2024-06-30 | $929k | 10k | 92.54 |
| 2024-03-31 | $848k | 10k | 84.44 |
| 2023-12-31 | $773k | 10k | 75.10 |
| 2023-09-30 | $751k | 11k | 68.42 |
| 2023-06-30 | $773k | 11k | 70.48 |
| 2023-03-31 | $710k | 11k | 64.73 |
| 2022-12-31 | $747k | 13k | 58.50 |
| 2022-09-30 | $735k | 13k | 57.11 |
| 2022-06-30 | $869k | 14k | 62.06 |
| 2022-03-31 | $1.1M | 14k | 76.38 |
| 2021-12-31 | $1.2M | 15k | 78.07 |