iShares S&P 500 Growth Index shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 57k | 120.48 |
| 2025-06-30 | $6.6M | 58k | 113.90 |
| 2025-03-31 | $5.6M | 61k | 92.83 |
| 2024-12-31 | $6.3M | 62k | 101.53 |
| 2024-09-30 | $6.1M | 64k | 95.75 |
| 2024-06-30 | $6.3M | 68k | 92.54 |
| 2024-03-31 | $3.4M | 40k | 84.44 |
| 2023-12-31 | $1.4M | 19k | 75.10 |
More positions owned by Shared Vision Wealth Group
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