iShares S&P 500 Growth Index shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $581k | 4.8k | 120.73 |
| 2025-06-30 | $522k | 4.7k | 110.09 |
| 2025-03-31 | $417k | 4.5k | 92.83 |
| 2024-12-31 | $456k | 4.5k | 101.54 |
| 2024-09-30 | $433k | 4.5k | 95.75 |
| 2024-06-30 | $431k | 4.7k | 92.54 |
| 2024-03-31 | $394k | 4.7k | 84.44 |
| 2023-12-31 | $354k | 4.7k | 75.10 |
| 2023-09-30 | $307k | 4.5k | 68.42 |
| 2023-06-30 | $317k | 4.5k | 70.48 |
| 2023-03-31 | $287k | 4.5k | 63.89 |
| 2022-12-31 | $263k | 4.5k | 58.50 |
| 2022-09-30 | $256k | 4.5k | 57.00 |
| 2022-06-30 | $271k | 4.5k | 60.34 |
| 2022-03-31 | $627k | 8.2k | 76.34 |
| 2021-12-31 | $729k | 8.7k | 83.66 |
| 2021-09-30 | $644k | 8.7k | 73.90 |
| 2021-06-30 | $634k | 8.7k | 72.76 |
| 2021-03-31 | $567k | 8.7k | 65.07 |
| 2020-12-31 | $793k | 12k | 63.80 |
| 2020-09-30 | $800k | 3.5k | 231.01 |
| 2020-06-30 | $718k | 3.5k | 207.33 |
| 2020-03-31 | $660k | 4.0k | 165.08 |
| 2019-12-31 | $822k | 4.2k | 193.55 |
| 2019-09-30 | $765k | 4.2k | 180.13 |
| 2019-06-30 | $786k | 4.2k | 185.07 |
| 2019-03-31 | $732k | 4.2k | 172.36 |
| 2018-12-31 | $640k | 4.2k | 150.69 |
| 2018-09-30 | $693k | 4.2k | 163.17 |
| 2018-06-30 | $691k | 4.2k | 162.70 |
| 2018-03-31 | $659k | 4.2k | 155.17 |
| 2017-12-31 | $649k | 4.2k | 152.81 |
| 2017-09-30 | $609k | 4.2k | 143.40 |
| 2017-06-30 | $581k | 4.2k | 136.80 |
| 2017-03-31 | $559k | 4.2k | 131.62 |
| 2016-12-31 | $517k | 4.2k | 121.73 |
| 2016-09-30 | $517k | 4.2k | 121.73 |
| 2016-06-30 | $495k | 4.2k | 116.55 |
| 2016-03-31 | $521k | 4.5k | 115.86 |
| 2015-12-31 | $631k | 5.5k | 115.76 |
| 2015-09-30 | $587k | 5.5k | 107.71 |
| 2015-06-30 | $621k | 5.5k | 113.78 |
| 2015-03-31 | $1.5M | 13k | 113.95 |
| 2014-12-31 | $609k | 5.5k | 111.56 |
| 2014-09-30 | $583k | 5.5k | 106.82 |
| 2014-06-30 | $574k | 5.5k | 105.17 |
| 2014-03-31 | $545k | 5.5k | 99.93 |
| 2013-12-31 | $569k | 5.8k | 98.84 |
| 2013-09-30 | $485k | 5.4k | 89.34 |
| 2013-06-30 | $456k | 5.4k | 84.01 |
| 2013-03-31 | $447k | 5.4k | 82.43 |
| 2012-12-31 | $466k | 6.2k | 75.67 |
| 2012-09-30 | $563k | 7.2k | 77.79 |