iShares S&P 500 Growth Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group 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 Retirement Planning 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 Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 75k | 120.72 |
| 2025-06-30 | $8.2M | 75k | 110.10 |
| 2025-03-31 | $6.8M | 73k | 92.83 |
| 2024-12-31 | $7.5M | 74k | 101.53 |
| 2024-09-30 | $7.2M | 75k | 95.75 |
| 2024-06-30 | $5.5M | 59k | 92.54 |
| 2024-03-31 | $5.7M | 68k | 84.44 |
| 2023-12-31 | $4.6M | 62k | 75.10 |
| 2023-09-30 | $4.7M | 68k | 68.42 |
| 2023-06-30 | $5.1M | 72k | 70.48 |
| 2023-03-31 | $4.7M | 73k | 63.89 |
| 2022-12-31 | $2.0M | 35k | 58.50 |
| 2022-09-30 | $3.7M | 64k | 57.85 |
| 2022-06-30 | $3.1M | 51k | 60.35 |
| 2012-12-31 | $182k | 2.4k | 75.80 |
| 2012-09-30 | $182k | 2.4k | 75.80 |
| 2012-06-30 | $176k | 2.4k | 73.30 |
| 2012-03-31 | $181k | 2.4k | 75.39 |
| 2011-12-31 | $212k | 3.1k | 67.32 |
| 2011-09-30 | $198k | 3.1k | 62.88 |
| 2010-12-31 | $225k | 3.3k | 68.38 |