iShares S&P 500 Growth Index shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial 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 Triad Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $38M | 553k | 68.42 |
| 2023-06-30 | $39M | 559k | 70.48 |
| 2023-03-31 | $35M | 550k | 63.89 |
| 2022-12-31 | $31M | 523k | 58.50 |
| 2022-09-30 | $27M | 466k | 57.85 |
| 2022-06-30 | $25M | 415k | 60.35 |
| 2022-03-31 | $20M | 259k | 76.38 |
| 2021-12-31 | $6.3M | 76k | 83.67 |