iShares S&P 500 Growth Index shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $680k | 5.6k | 120.71 |
| 2025-06-30 | $612k | 5.6k | 110.09 |
| 2025-03-31 | $516k | 5.6k | 92.82 |
| 2024-12-31 | $565k | 5.6k | 101.52 |
| 2024-09-30 | $533k | 5.6k | 95.74 |
| 2024-06-30 | $515k | 5.6k | 92.53 |
| 2024-03-31 | $470k | 5.6k | 84.43 |
| 2023-12-31 | $418k | 5.6k | 75.09 |
| 2023-09-30 | $381k | 5.6k | 68.41 |
| 2023-06-30 | $374k | 5.3k | 70.47 |
| 2023-03-31 | $339k | 5.3k | 63.89 |
| 2022-12-31 | $311k | 5.3k | 58.50 |
| 2022-09-30 | $481k | 8.3k | 57.87 |
| 2022-06-30 | $321k | 5.3k | 60.43 |