iShares S&P 500 Growth Index shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $10M | 151k | 68.42 |
| 2023-06-30 | $9.3M | 132k | 70.48 |
| 2023-03-31 | $7.9M | 124k | 63.89 |
| 2022-09-30 | $6.5M | 113k | 57.79 |
| 2022-03-31 | $9.2M | 122k | 75.20 |
| 2021-12-31 | $9.9M | 118k | 83.67 |
| 2021-09-30 | $9.3M | 124k | 75.30 |
| 2021-06-30 | $8.9M | 122k | 72.99 |
| 2020-12-31 | $7.4M | 115k | 64.75 |
| 2020-09-30 | $5.2M | 22k | 233.94 |
| 2020-06-30 | $4.0M | 19k | 209.72 |
| 2020-03-31 | $2.9M | 17k | 165.03 |
| 2017-09-30 | $280k | 2.0k | 143.22 |
| 2017-06-30 | $362k | 2.6k | 136.91 |
| 2014-03-31 | $5.0k | 50 | 100.00 |
| 2013-12-31 | $5.0k | 50 | 100.00 |
| 2013-09-30 | $4.5k | 50 | 89.36 |
| 2013-06-30 | $4.2k | 50 | 84.02 |