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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Soltis Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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