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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

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Quarterly 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