iShares S&P 500 Growth Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 69k | 120.72 |
| 2025-06-30 | $6.7M | 61k | 110.10 |
| 2025-03-31 | $5.9M | 63k | 92.83 |
| 2024-12-31 | $5.9M | 58k | 101.53 |
| 2024-09-30 | $5.4M | 56k | 95.75 |
| 2024-06-30 | $4.7M | 51k | 92.54 |
| 2024-03-31 | $3.9M | 47k | 84.44 |
| 2023-12-31 | $3.3M | 43k | 75.10 |
| 2023-09-30 | $2.7M | 39k | 68.42 |
| 2023-06-30 | $2.6M | 37k | 70.48 |
| 2023-03-31 | $2.4M | 37k | 63.89 |
| 2022-12-31 | $15M | 256k | 58.50 |
| 2022-09-30 | $3.1M | 53k | 57.85 |
| 2022-06-30 | $3.1M | 51k | 60.34 |
| 2022-03-31 | $5.1M | 67k | 76.38 |
| 2021-12-31 | $5.9M | 70k | 83.67 |
| 2021-09-30 | $5.4M | 73k | 73.91 |
| 2021-06-30 | $5.2M | 72k | 72.73 |
| 2021-03-31 | $3.3M | 51k | 65.10 |
| 2020-12-31 | $1.8M | 29k | 63.81 |
| 2020-09-30 | $1.6M | 6.8k | 231.14 |
| 2020-06-30 | $586k | 2.8k | 207.65 |
More positions owned by Soltis Investment Advisors
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