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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

Tip: Access up to 7 years of quarterly data

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
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