iShares S&P 500 Growth Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $9.9M | 107k | 92.54 |
| 2024-03-31 | $9.0M | 107k | 84.44 |
| 2023-12-31 | $8.1M | 108k | 75.10 |
| 2023-09-30 | $7.4M | 108k | 68.42 |
| 2023-06-30 | $7.9M | 112k | 70.48 |
| 2023-03-31 | $7.3M | 114k | 63.89 |
| 2022-12-31 | $6.7M | 115k | 58.50 |
| 2022-09-30 | $6.6M | 114k | 57.85 |
| 2022-06-30 | $7.0M | 116k | 60.35 |
| 2022-03-31 | $8.8M | 116k | 76.38 |
| 2021-12-31 | $9.4M | 113k | 83.67 |
| 2021-09-30 | $8.4M | 114k | 73.91 |
| 2021-06-30 | $8.4M | 115k | 72.73 |
| 2021-03-31 | $7.7M | 118k | 65.11 |
| 2020-12-31 | $7.5M | 118k | 63.82 |
| 2020-09-30 | $6.9M | 30k | 231.06 |
| 2020-06-30 | $8.0M | 39k | 207.48 |
| 2020-03-31 | $6.8M | 41k | 165.05 |
| 2019-12-31 | $7.7M | 40k | 193.64 |
| 2019-09-30 | $7.4M | 41k | 180.03 |
| 2019-06-30 | $6.8M | 38k | 179.24 |
| 2019-03-31 | $6.4M | 37k | 172.35 |
| 2018-12-31 | $5.3M | 35k | 150.67 |
| 2018-09-30 | $6.1M | 34k | 177.18 |
| 2018-06-30 | $5.5M | 34k | 162.61 |
| 2018-03-31 | $5.2M | 34k | 155.06 |
| 2017-12-31 | $5.3M | 35k | 152.78 |