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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $4.5M | 71k | 63.82 |
| 2020-09-30 | $3.6M | 16k | 231.08 |
| 2020-06-30 | $3.3M | 16k | 207.51 |
| 2020-03-31 | $2.8M | 15k | 183.69 |
| 2019-12-31 | $2.8M | 14k | 200.63 |
| 2019-09-30 | $2.8M | 16k | 180.03 |
| 2019-06-30 | $3.0M | 17k | 179.27 |
| 2019-03-31 | $2.8M | 16k | 172.39 |
| 2018-12-31 | $2.4M | 16k | 150.66 |
| 2018-09-30 | $2.7M | 15k | 177.19 |
| 2018-06-30 | $2.4M | 15k | 162.60 |
| 2018-03-31 | $2.3M | 15k | 155.03 |
| 2017-12-31 | $2.0M | 13k | 152.78 |
| 2017-09-30 | $1.9M | 13k | 143.40 |
| 2017-06-30 | $1.7M | 12k | 136.84 |
| 2017-03-31 | $1.3M | 9.9k | 131.54 |
| 2016-12-31 | $1.0M | 8.2k | 121.84 |
| 2016-09-30 | $740k | 6.1k | 121.63 |
| 2016-06-30 | $332k | 2.8k | 116.57 |
| 2016-03-31 | $348k | 3.0k | 115.81 |
| 2015-12-31 | $340k | 2.9k | 115.84 |
| 2015-09-30 | $1.2M | 11k | 107.79 |
| 2015-06-30 | $1.3M | 12k | 113.85 |
| 2015-03-31 | $1.5M | 13k | 113.95 |
| 2014-12-31 | $1.5M | 13k | 111.56 |
| 2014-09-30 | $1.5M | 14k | 106.79 |
| 2014-06-30 | $1.4M | 14k | 105.19 |
| 2014-03-31 | $1.5M | 15k | 99.88 |
| 2013-12-31 | $1.7M | 18k | 98.77 |
| 2013-09-30 | $1.6M | 18k | 89.35 |
| 2013-06-30 | $1.4M | 17k | 83.99 |
| 2012-12-31 | $1.0M | 14k | 75.73 |
| 2012-09-30 | $807k | 11k | 75.68 |