iShares S&P 500 Growth Index shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 59k | 120.72 |
| 2025-06-30 | $13M | 114k | 110.10 |
| 2025-03-31 | $6.0M | 65k | 92.83 |
| 2024-09-30 | $6.5M | 68k | 95.75 |
| 2024-06-30 | $14M | 150k | 92.54 |
| 2024-03-31 | $12M | 143k | 84.44 |
| 2023-12-31 | $1.1M | 14k | 75.10 |
| 2023-09-30 | $758k | 11k | 68.42 |