iShares S&P 500 Growth Index shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Tobias Financial 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 Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 60k | 95.75 |
| 2024-06-30 | $5.8M | 63k | 92.54 |
| 2024-03-31 | $5.4M | 64k | 84.44 |
| 2023-09-30 | $4.5M | 66k | 68.42 |
| 2023-06-30 | $4.5M | 64k | 70.48 |
| 2023-03-31 | $4.3M | 68k | 63.89 |
| 2022-12-31 | $4.3M | 74k | 58.50 |
| 2022-09-30 | $1.4M | 25k | 57.87 |
| 2022-06-30 | $2.2M | 37k | 60.35 |
| 2022-03-31 | $2.0M | 26k | 76.37 |
| 2021-09-30 | $1.7M | 24k | 73.91 |
| 2021-06-30 | $1.7M | 24k | 72.75 |
| 2021-03-31 | $1.5M | 24k | 65.13 |
| 2020-12-31 | $1.7M | 27k | 63.83 |
| 2020-09-30 | $1.6M | 6.9k | 231.04 |
| 2020-06-30 | $1.6M | 7.5k | 207.55 |
| 2020-03-31 | $1.2M | 7.5k | 165.09 |
| 2019-12-31 | $1.5M | 7.7k | 193.57 |