iShares S&P 500 Growth Index shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $475k | 5.0k | 95.75 |
| 2024-06-30 | $459k | 5.0k | 92.54 |
| 2024-03-31 | $583k | 6.9k | 84.44 |
| 2023-12-31 | $447k | 6.0k | 75.10 |
| 2023-09-30 | $166k | 2.4k | 68.42 |
| 2023-06-30 | $166k | 2.4k | 70.48 |
| 2023-03-31 | $146k | 2.3k | 63.89 |
| 2022-12-31 | $134k | 2.3k | 58.50 |
| 2022-09-30 | $281k | 4.9k | 57.76 |
| 2022-06-30 | $156k | 2.6k | 60.21 |
| 2022-03-31 | $174k | 2.3k | 76.25 |
| 2021-12-31 | $253k | 3.0k | 83.66 |
| 2021-09-30 | $224k | 3.0k | 74.07 |
| 2021-06-30 | $220k | 3.0k | 72.75 |
| 2021-03-31 | $197k | 3.0k | 65.15 |
| 2020-12-31 | $441k | 6.9k | 63.77 |
| 2020-09-30 | $458k | 2.0k | 231.20 |
| 2020-06-30 | $124k | 597 | 207.71 |
| 2020-03-31 | $99k | 597 | 165.83 |
| 2019-12-31 | $91k | 470 | 193.62 |
| 2019-09-30 | $109k | 607 | 179.57 |
| 2019-06-30 | $109k | 607 | 179.57 |
| 2019-03-31 | $105k | 607 | 172.98 |
| 2018-12-31 | $122k | 807 | 151.18 |
| 2018-09-30 | $108k | 607 | 177.92 |
| 2018-06-30 | $99k | 607 | 163.10 |
| 2018-03-31 | $100k | 642 | 155.76 |
| 2017-12-31 | $93k | 607 | 153.21 |
| 2017-09-30 | $87k | 607 | 143.33 |
| 2017-06-30 | $83k | 607 | 136.74 |
| 2017-03-31 | $86k | 652 | 131.90 |
| 2016-12-31 | $79k | 652 | 121.17 |
| 2016-09-30 | $87k | 717 | 121.34 |
| 2016-06-30 | $84k | 717 | 117.15 |
| 2016-03-31 | $83k | 717 | 115.76 |
| 2015-12-31 | $54k | 470 | 114.89 |
| 2015-09-30 | $51k | 470 | 108.51 |
| 2015-06-30 | $54k | 470 | 114.89 |
| 2015-03-31 | $54k | 470 | 114.89 |
| 2014-12-31 | $74k | 660 | 112.12 |
| 2014-09-30 | $50k | 470 | 106.38 |
| 2014-06-30 | $21k | 204 | 102.94 |
| 2014-03-31 | $20k | 204 | 98.04 |
| 2013-12-31 | $20k | 204 | 98.04 |
| 2013-09-30 | $18k | 204 | 88.24 |
| 2013-06-30 | $17k | 204 | 83.33 |
| 2012-03-31 | $23k | 311 | 73.95 |
| 2011-12-31 | $37k | 545 | 67.89 |
| 2011-09-30 | $6.0k | 94 | 63.83 |
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