iShares S&P 500 Growth Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners 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 Partners 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 Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $43M | 508k | 84.44 |
| 2023-09-30 | $28M | 413k | 68.64 |
| 2023-06-30 | $29M | 406k | 70.48 |
| 2023-03-31 | $25M | 386k | 63.76 |
| 2022-12-31 | $20M | 344k | 58.50 |
| 2022-09-30 | $19M | 329k | 57.85 |
| 2022-06-30 | $18M | 305k | 60.35 |
| 2022-03-31 | $23M | 302k | 76.38 |
| 2021-12-31 | $22M | 263k | 83.67 |
| 2021-09-30 | $20M | 271k | 73.91 |
| 2021-03-31 | $18M | 281k | 65.11 |
| 2020-12-31 | $18M | 285k | 63.82 |
| 2020-09-30 | $17M | 72k | 231.08 |
| 2020-06-30 | $16M | 76k | 207.49 |
| 2020-03-31 | $13M | 80k | 165.06 |
| 2019-12-31 | $13M | 69k | 193.64 |
| 2019-09-30 | $12M | 69k | 180.02 |
| 2019-06-30 | $12M | 68k | 179.25 |
| 2019-03-31 | $67M | 67k | 997.60 |
| 2018-12-31 | $9.6M | 64k | 150.67 |
| 2018-06-30 | $32k | 195 | 162.61 |
| 2018-03-31 | $30k | 195 | 155.23 |
| 2016-12-31 | $635k | 5.2k | 121.69 |
| 2016-09-30 | $566k | 4.7k | 121.62 |
| 2016-06-30 | $466k | 4.0k | 116.41 |