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iShares S&P 500 Growth Index shares owned by Security National Trust

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Security National Trust from 13F filings

Historical chart of Security National Trust 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 Security National Trust 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 Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $8.3M 114k 72.70
2021-06-30 $8.3M 114k 72.72
2021-03-31 $7.4M 113k 65.11
2020-12-31 $6.9M 109k 63.81
2020-09-30 $6.2M 27k 231.09
2020-06-30 $5.5M 27k 207.47
2020-03-31 $4.2M 26k 165.38
2019-12-31 $5.3M 27k 193.64
2019-09-30 $4.9M 27k 180.04
2019-06-30 $5.1M 28k 179.25
2019-03-31 $5.0M 29k 172.88
2018-12-31 $4.3M 29k 150.23
2018-09-30 $5.0M 28k 176.96
2018-06-30 $4.6M 28k 162.21
2018-03-31 $4.5M 29k 154.84
2017-12-31 $4.5M 30k 152.07
2017-09-30 $4.2M 29k 143.80
2017-06-30 $4.1M 30k 137.19
2017-03-31 $3.9M 30k 131.68
2016-12-31 $3.2M 27k 121.79
2016-09-30 $2.9M 24k 121.38
2016-06-30 $2.7M 23k 117.24
2016-03-31 $2.5M 22k 115.86
2015-12-31 $2.3M 20k 115.86
2015-09-30 $2.0M 19k 107.59
2015-06-30 $2.1M 18k 114.48
2015-03-31 $2.0M 18k 111.60
2014-12-31 $2.0M 18k 111.60
2014-09-30 $1.9M 18k 106.82
2014-06-30 $1.9M 18k 105.17
2014-03-31 $1.8M 19k 99.83
2013-12-31 $1.8M 19k 98.73
2013-09-30 $1.7M 19k 89.34
2013-06-30 $1.6M 20k 84.03
2012-12-31 $1.5M 20k 75.76
2011-12-31 $1.3M 19k 67.41

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Ishares Tr S&p 500 Grwt Etf (IVW)
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Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
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Ishares Tr Sp Smcp600vl Etf (IJS)
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Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index