iShares S&P 500 Growth Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.6M | 45k | 101.53 |
| 2024-09-30 | $3.9M | 40k | 95.74 |
| 2024-06-30 | $4.1M | 44k | 92.53 |
| 2024-03-31 | $3.4M | 40k | 84.43 |
| 2023-12-31 | $2.7M | 36k | 75.11 |
| 2023-09-30 | $2.6M | 37k | 68.64 |
| 2023-06-30 | $1.7M | 24k | 70.49 |
| 2023-03-31 | $1.3M | 20k | 63.91 |
| 2022-12-31 | $1.1M | 20k | 58.49 |
| 2022-09-30 | $995k | 17k | 57.87 |
| 2021-12-31 | $1.5M | 17k | 83.66 |
| 2021-09-30 | $1.5M | 21k | 73.91 |
| 2021-03-31 | $1.0M | 15k | 68.85 |
| 2020-12-31 | $873k | 14k | 63.80 |
| 2020-09-30 | $2.2M | 9.3k | 231.13 |
| 2020-06-30 | $2.0M | 9.5k | 207.54 |
| 2020-03-31 | $687k | 4.2k | 165.10 |
| 2019-12-31 | $1.9M | 9.9k | 193.60 |
| 2019-09-30 | $2.1M | 12k | 180.05 |
| 2019-03-31 | $1.9M | 11k | 172.35 |
| 2018-12-31 | $1.3M | 8.4k | 150.63 |
| 2018-06-30 | $5.1M | 30k | 170.43 |
| 2018-03-31 | $5.3M | 34k | 155.66 |
| 2017-12-31 | $5.6M | 35k | 161.33 |
| 2017-09-30 | $5.2M | 35k | 148.17 |
| 2017-06-30 | $5.1M | 36k | 140.96 |
| 2017-03-31 | $4.7M | 34k | 136.75 |
| 2016-12-31 | $17M | 86k | 199.11 |