iShares S&P 500 Growth Index shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 10k | 120.72 |
| 2025-06-30 | $1.1M | 10k | 110.10 |
| 2025-03-31 | $949k | 10k | 92.83 |
| 2024-12-31 | $1.0M | 10k | 101.53 |
| 2024-09-30 | $982k | 10k | 95.75 |
| 2024-06-30 | $950k | 10k | 92.54 |
| 2024-03-31 | $898k | 11k | 84.44 |
| 2023-12-31 | $799k | 11k | 75.10 |
| 2023-09-30 | $728k | 11k | 68.42 |
More positions owned by Provenance Wealth Advisors
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