iShares S&P 500 Growth Index shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 14k | 120.72 |
| 2025-06-30 | $1.5M | 14k | 110.10 |
| 2025-03-31 | $1.3M | 14k | 92.83 |
| 2024-12-31 | $1.4M | 14k | 101.53 |
| 2024-09-30 | $1.2M | 13k | 95.75 |
| 2024-06-30 | $1.1M | 12k | 92.54 |
| 2024-03-31 | $972k | 12k | 84.44 |
| 2023-12-31 | $864k | 12k | 75.10 |
| 2023-09-30 | $883k | 13k | 68.42 |
| 2023-06-30 | $811k | 12k | 70.48 |
| 2023-03-31 | $656k | 10k | 63.89 |
| 2022-12-31 | $263k | 4.5k | 58.50 |
| 2022-09-30 | $263k | 4.5k | 57.85 |
| 2022-06-30 | $274k | 4.5k | 60.27 |
| 2022-03-31 | $359k | 4.7k | 76.30 |
| 2021-12-31 | $385k | 4.6k | 83.59 |
| 2021-09-30 | $935k | 13k | 73.94 |
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