iShares S&P 500 Growth Index shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Strategic Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $6.2M | 107k | 57.85 |
2022-06-30 | $7.3M | 120k | 61.17 |
2022-03-31 | $11M | 146k | 76.35 |
2021-12-31 | $7.7M | 92k | 83.90 |
2021-09-30 | $9.7M | 132k | 73.55 |
2021-06-30 | $10M | 142k | 72.73 |
2021-03-31 | $9.3M | 142k | 65.11 |
2020-12-31 | $13M | 206k | 63.82 |
2020-09-30 | $9.4M | 41k | 231.07 |
2020-06-30 | $10M | 48k | 209.39 |
2020-03-31 | $8.4M | 53k | 159.87 |
2019-12-31 | $11M | 58k | 193.64 |
2019-09-30 | $10M | 58k | 178.46 |
2019-06-30 | $11M | 60k | 180.16 |
2019-03-31 | $9.7M | 56k | 173.92 |
2018-12-31 | $18M | 116k | 154.80 |
2018-09-30 | $20M | 115k | 177.17 |
2018-06-30 | $30M | 182k | 162.61 |
2018-03-31 | $54M | 350k | 155.07 |
2017-12-31 | $29M | 201k | 143.42 |
2017-09-30 | $29M | 201k | 143.42 |
2017-06-30 | $37M | 269k | 136.85 |
2016-12-31 | $26M | 209k | 121.79 |
2016-09-30 | $26M | 211k | 121.66 |
2016-06-30 | $26M | 223k | 116.58 |
2016-03-31 | $1.7M | 15k | 115.91 |
2015-09-30 | $9.8M | 91k | 107.80 |
2015-06-30 | $3.6M | 32k | 113.86 |
2014-12-31 | $276k | 2.5k | 111.60 |