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iShares S&P 500 Growth Index shares owned by Taylor Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Taylor Financial Group from 13F filings

Historical chart of Taylor Financial Group investment in iShares S&P 500 Growth Index

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All positions including iShares S&P 500 Growth Index held by Taylor Financial Group 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 Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 120.72
2025-06-30 $1.2M 11k 110.10
2025-03-31 $1.0M 11k 92.83
2024-12-31 $1.1M 11k 101.53
2024-09-30 $1.0M 11k 95.75
2024-06-30 $1.0M 11k 92.54
2024-03-31 $917k 11k 84.44
2023-12-31 $815k 11k 75.10

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Ishares Tr Core 40/60 Moder (AOM)
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Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Taylor Financial Group

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