iShares S&P 500 Growth Index shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $189M | 1.6M | 120.72 |
| 2025-06-30 | $84M | 764k | 110.10 |
| 2025-03-31 | $49M | 529k | 92.83 |
| 2024-12-31 | $51M | 499k | 101.53 |
| 2024-09-30 | $53M | 555k | 95.75 |
| 2024-06-30 | $53M | 570k | 92.54 |
| 2024-03-31 | $38M | 448k | 84.44 |
| 2023-12-31 | $14M | 186k | 75.10 |
| 2023-09-30 | $13M | 183k | 68.42 |
| 2023-06-30 | $11M | 157k | 70.48 |
| 2023-03-31 | $9.9M | 155k | 63.89 |
| 2022-12-31 | $7.4M | 127k | 58.50 |
| 2022-09-30 | $8.3M | 144k | 57.85 |
| 2022-06-30 | $9.8M | 162k | 60.35 |
| 2022-03-31 | $12M | 157k | 76.38 |
| 2021-12-31 | $14M | 165k | 83.67 |
| 2021-09-30 | $13M | 170k | 73.91 |
| 2021-03-31 | $16M | 240k | 65.11 |
| 2020-09-30 | $10M | 44k | 231.08 |
| 2020-06-30 | $9.4M | 45k | 207.49 |
| 2020-03-31 | $7.8M | 47k | 165.05 |
| 2019-12-31 | $8.0M | 42k | 193.62 |
| 2019-09-30 | $6.7M | 37k | 180.03 |
| 2019-06-30 | $6.2M | 35k | 179.24 |
| 2019-03-31 | $5.9M | 35k | 172.35 |
| 2018-12-31 | $2.8M | 19k | 150.65 |
| 2018-09-30 | $4.2M | 24k | 177.19 |
| 2018-06-30 | $3.5M | 21k | 162.60 |
| 2018-03-31 | $2.0M | 13k | 155.07 |
| 2017-12-31 | $1.9M | 12k | 152.72 |
| 2017-09-30 | $851k | 5.9k | 143.41 |
| 2017-06-30 | $1.0M | 7.6k | 136.77 |
| 2017-03-31 | $439k | 3.3k | 131.44 |
| 2016-12-31 | $299k | 2.5k | 121.74 |
More positions owned by Steward Partners Investment Advisory
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