iShares S&P 500 Growth Index shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos 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 Stratos 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 Stratos Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $13M | 132k | 95.75 |
2024-06-30 | $12M | 130k | 92.54 |
2024-03-31 | $8.5M | 100k | 84.44 |
2023-12-31 | $5.6M | 74k | 75.10 |
2023-09-30 | $4.8M | 71k | 68.42 |
2023-06-30 | $4.7M | 66k | 70.48 |
2023-03-31 | $3.7M | 58k | 63.89 |
2022-12-31 | $3.9M | 67k | 58.50 |
2022-09-30 | $1.9M | 33k | 57.85 |
2022-06-30 | $1.6M | 27k | 60.34 |
2022-03-31 | $1.9M | 25k | 76.38 |
2021-12-31 | $2.0M | 24k | 83.66 |
2021-06-30 | $323k | 4.4k | 72.78 |
2021-03-31 | $321k | 4.9k | 65.16 |
2020-03-31 | $76k | 461 | 164.86 |
2019-09-30 | $275k | 1.5k | 180.09 |
2019-06-30 | $273k | 1.5k | 179.37 |
2019-03-31 | $261k | 1.5k | 172.16 |
2018-12-31 | $228k | 1.5k | 150.89 |