iShares S&P 500 Growth Index shares owned by SWMG
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 175k | 121.45 |
| 2025-06-30 | $16M | 142k | 114.23 |
| 2025-03-31 | $12M | 127k | 94.11 |
| 2024-12-31 | $14M | 127k | 106.14 |
| 2024-09-30 | $12M | 118k | 100.99 |
| 2024-06-30 | $11M | 122k | 92.54 |
| 2024-03-31 | $6.4M | 76k | 84.44 |
| 2023-12-31 | $2.3M | 31k | 75.10 |
| 2023-09-30 | $2.1M | 31k | 68.42 |