iShares S&P 500 Growth Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Sax Wealth 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 120.72 |
| 2025-06-30 | $2.0M | 18k | 110.10 |
| 2024-12-31 | $588k | 5.8k | 101.53 |
| 2024-09-30 | $554k | 5.8k | 95.75 |
| 2024-06-30 | $535k | 5.8k | 92.53 |
| 2024-03-31 | $488k | 5.8k | 84.44 |
| 2023-12-31 | $433k | 5.8k | 75.10 |
| 2023-09-30 | $393k | 5.7k | 68.42 |
| 2023-06-30 | $405k | 5.7k | 70.48 |
| 2023-03-31 | $337k | 5.3k | 63.89 |
| 2022-12-31 | $308k | 5.3k | 58.50 |
| 2022-09-30 | $296k | 5.1k | 57.85 |
| 2022-06-30 | $309k | 5.1k | 60.40 |
| 2022-03-31 | $390k | 5.1k | 76.34 |
| 2021-12-31 | $427k | 5.1k | 83.69 |
| 2021-09-30 | $721k | 9.8k | 73.91 |
| 2021-06-30 | $709k | 9.8k | 72.68 |
| 2021-03-31 | $634k | 9.7k | 65.07 |
| 2020-12-31 | $622k | 9.7k | 63.83 |