iShares S&P 500 Growth Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by RTD Financial 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 RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 42k | 120.72 |
| 2025-06-30 | $4.7M | 43k | 110.10 |
| 2025-03-31 | $3.5M | 38k | 92.83 |
| 2024-12-31 | $4.1M | 41k | 101.53 |
| 2024-09-30 | $4.0M | 42k | 95.75 |
| 2024-06-30 | $4.2M | 45k | 92.54 |
| 2024-03-31 | $4.1M | 49k | 84.44 |
| 2023-12-31 | $3.9M | 53k | 75.10 |
| 2023-09-30 | $3.7M | 54k | 68.42 |
| 2023-06-30 | $3.5M | 50k | 70.48 |
| 2023-03-31 | $3.3M | 51k | 63.89 |
| 2022-12-31 | $3.1M | 52k | 58.50 |
| 2022-09-30 | $3.1M | 54k | 57.85 |
| 2022-06-30 | $3.6M | 60k | 60.35 |
| 2022-03-31 | $3.0M | 39k | 76.39 |
| 2021-12-31 | $2.4M | 28k | 83.67 |