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iShares S&P 500 Growth Index shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 63k 120.72
2025-06-30 $7.5M 68k 110.10
2025-03-31 $8.3M 90k 92.83
2024-12-31 $8.6M 84k 101.53
2024-09-30 $8.1M 84k 95.75
2024-06-30 $7.0M 75k 93.25
2023-12-31 $1.2M 16k 75.10
2023-09-30 $1.1M 16k 68.42