iShares S&P 500 Growth Index shares owned by SMART Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART 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 SMART 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 SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 3.6k | 120.72 |
| 2025-06-30 | $361k | 3.3k | 110.11 |
| 2025-03-31 | $239k | 2.6k | 92.84 |
| 2024-12-31 | $220k | 2.2k | 101.53 |
| 2024-09-30 | $231k | 2.4k | 95.75 |
| 2024-06-30 | $206k | 2.2k | 92.54 |