iShares S&P 500 Growth Index shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $858k | 7.1k | 120.91 |
| 2025-09-30 | $857k | 7.1k | 120.72 |
| 2025-06-30 | $781k | 7.1k | 110.10 |
| 2025-03-31 | $659k | 7.1k | 92.83 |
| 2024-12-31 | $721k | 7.1k | 101.53 |
| 2024-09-30 | $592k | 6.2k | 95.75 |
| 2024-06-30 | $437k | 4.7k | 92.54 |
| 2024-03-31 | $264k | 3.1k | 84.44 |
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