iShares S&P 500 Growth Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by SOA Wealth Advisors 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $759k | 9.0k | 84.44 |
| 2023-12-31 | $675k | 9.0k | 75.10 |
| 2023-09-30 | $643k | 9.4k | 68.42 |
| 2023-06-30 | $587k | 8.3k | 70.48 |
| 2023-03-31 | $554k | 8.7k | 63.89 |
| 2022-12-31 | $493k | 8.4k | 58.50 |
| 2022-09-30 | $240k | 4.2k | 57.66 |
| 2022-06-30 | $251k | 4.2k | 60.31 |
| 2022-03-31 | $290k | 3.8k | 76.38 |
| 2021-12-31 | $86k | 1.0k | 83.33 |
| 2021-09-30 | $76k | 1.0k | 73.64 |
| 2021-06-30 | $75k | 1.0k | 72.67 |
| 2021-03-31 | $67k | 1.0k | 64.92 |
| 2020-12-31 | $68k | 1.0k | 65.89 |