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

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

Historical chart of Private Wealth Advisors 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 Private Wealth 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 Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 77k 75.10
2023-09-30 $5.3M 78k 68.42
2023-06-30 $5.4M 77k 70.48
2023-03-31 $5.0M 78k 63.89
2022-12-31 $4.6M 79k 58.50
2022-09-30 $4.6M 79k 57.85
2022-06-30 $5.5M 79k 69.63
2022-03-31 $6.2M 81k 76.38
2021-12-31 $6.9M 82k 83.67
2021-09-30 $6.7M 82k 81.45
2021-06-30 $6.1M 84k 72.73
2021-03-31 $5.4M 84k 65.12
2020-12-31 $5.8M 90k 64.00
2020-09-30 $5.3M 23k 231.07
2020-06-30 $4.7M 23k 207.51
2020-03-31 $6.1M 37k 165.05
2019-12-31 $7.7M 51k 150.66
2019-09-30 $9.2M 51k 180.02
2019-06-30 $8.9M 52k 172.36
2019-03-31 $8.9M 52k 172.36
2018-12-31 $7.7M 51k 150.66