iShares S&P 500 Growth Index shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning 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 Sterling Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 173k | 75.10 |
| 2023-09-30 | $12M | 174k | 68.42 |
| 2023-06-30 | $12M | 174k | 70.48 |
| 2023-03-31 | $10M | 158k | 63.89 |
| 2022-12-31 | $8.4M | 144k | 58.50 |
| 2022-09-30 | $8.0M | 139k | 57.85 |
| 2022-06-30 | $7.9M | 131k | 60.35 |
| 2022-03-31 | $9.7M | 127k | 76.38 |
| 2021-12-31 | $10M | 123k | 83.67 |
| 2021-09-30 | $9.2M | 125k | 73.91 |
| 2021-06-30 | $9.1M | 125k | 72.73 |
| 2021-03-31 | $7.9M | 121k | 65.11 |
| 2020-12-31 | $7.6M | 119k | 63.82 |
More positions owned by Sterling Financial Planning
View all positions for Sterling Financial Planning