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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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