iShares S&P 500 Growth Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 17k | 120.72 |
| 2025-06-30 | $2.5M | 22k | 110.10 |
| 2025-03-31 | $2.3M | 24k | 92.83 |
| 2024-12-31 | $2.6M | 25k | 105.64 |
| 2024-09-30 | $2.7M | 28k | 95.75 |
| 2024-06-30 | $2.7M | 30k | 92.54 |
| 2024-03-31 | $2.4M | 29k | 84.44 |
| 2023-12-31 | $2.4M | 31k | 75.10 |
| 2023-09-30 | $2.1M | 31k | 68.42 |
| 2023-06-30 | $2.3M | 33k | 70.48 |
| 2023-03-31 | $2.1M | 33k | 63.89 |
| 2022-12-31 | $1.6M | 27k | 58.50 |
| 2022-06-30 | $1.4M | 23k | 60.35 |
| 2022-03-31 | $1.8M | 23k | 76.38 |
| 2021-12-31 | $2.1M | 25k | 83.67 |
More positions owned by Strategies Wealth Advisors
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