iShares S&P 500 Growth Index shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors 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 Strata Wealth Advisors 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 Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 1.7k | 120.74 |
| 2024-12-31 | $555k | 5.5k | 101.53 |
| 2024-09-30 | $542k | 5.7k | 95.75 |
| 2024-06-30 | $533k | 5.8k | 92.54 |
| 2024-03-31 | $486k | 5.8k | 84.44 |
| 2023-12-31 | $477k | 6.3k | 75.10 |
| 2023-09-30 | $455k | 6.7k | 68.42 |
| 2023-03-31 | $427k | 6.7k | 63.89 |
| 2022-12-31 | $477k | 8.1k | 58.50 |