iShares S&P 500 Growth Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Powell Investment Advisors 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 Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 290k | 120.72 |
| 2025-06-30 | $32M | 293k | 110.10 |
| 2025-03-31 | $25M | 271k | 92.83 |
| 2024-12-31 | $27M | 261k | 101.53 |
| 2024-09-30 | $25M | 260k | 95.75 |
| 2024-06-30 | $23M | 250k | 92.54 |
| 2024-03-31 | $21M | 251k | 84.44 |
| 2023-12-31 | $19M | 249k | 75.10 |
| 2023-09-30 | $17M | 245k | 68.64 |
| 2023-06-30 | $17M | 243k | 70.48 |
| 2023-03-31 | $17M | 265k | 63.89 |
| 2022-12-31 | $15M | 262k | 58.50 |
| 2022-09-30 | $16M | 273k | 57.85 |
| 2022-06-30 | $19M | 316k | 60.35 |
| 2022-03-31 | $22M | 290k | 76.38 |
| 2021-12-31 | $23M | 274k | 83.67 |
| 2021-09-30 | $19M | 262k | 73.91 |
| 2021-06-30 | $19M | 267k | 72.73 |
| 2021-03-31 | $17M | 264k | 65.11 |
| 2020-12-31 | $17M | 268k | 63.82 |
| 2020-09-30 | $15M | 67k | 231.09 |
| 2020-06-30 | $13M | 63k | 207.48 |
| 2020-03-31 | $8.4M | 51k | 165.05 |
| 2019-12-31 | $8.7M | 45k | 193.63 |
More positions owned by Powell Investment Advisors
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