iShares S&P 500 Growth Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.8k | 120.71 |
| 2025-06-30 | $1.0M | 8.8k | 114.23 |
| 2025-03-31 | $803k | 8.7k | 92.83 |
| 2024-12-31 | $878k | 8.6k | 101.53 |
| 2024-09-30 | $478k | 5.0k | 95.76 |
| 2024-06-30 | $831k | 9.0k | 92.54 |
| 2024-03-31 | $14M | 108k | 127.12 |
| 2023-12-31 | $829k | 11k | 78.91 |
| 2023-09-30 | $340k | 5.0k | 68.42 |
| 2023-06-30 | $591k | 8.4k | 70.48 |
| 2023-03-31 | $429k | 6.7k | 63.89 |
| 2022-12-31 | $577k | 9.9k | 58.50 |