iShares S&P 500 Growth Index shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Rise 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 Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $99k | 821 | 120.67 |
| 2025-06-30 | $90k | 820 | 110.06 |
| 2024-12-31 | $83k | 818 | 101.51 |
| 2024-09-30 | $78k | 817 | 95.73 |
| 2024-06-30 | $76k | 816 | 92.49 |
| 2024-03-31 | $69k | 815 | 84.43 |
| 2023-12-31 | $61k | 814 | 75.11 |
| 2023-09-30 | $55k | 809 | 68.44 |
| 2023-06-30 | $76k | 1.1k | 70.50 |
| 2023-03-31 | $68k | 1.1k | 63.89 |
| 2022-12-31 | $62k | 1.1k | 58.48 |
| 2022-09-30 | $62k | 1.1k | 58.27 |
| 2022-06-30 | $64k | 1.1k | 60.26 |
| 2022-03-31 | $199k | 2.6k | 76.57 |
| 2021-12-31 | $217k | 2.6k | 83.67 |