iShares S&P 500 Growth Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $340k | 3.4k | 101.53 |
| 2024-09-30 | $321k | 3.4k | 95.75 |
| 2024-06-30 | $310k | 3.4k | 92.54 |
| 2024-03-31 | $283k | 3.4k | 84.44 |
| 2023-12-31 | $252k | 3.4k | 75.10 |
| 2023-09-30 | $229k | 3.4k | 68.42 |
| 2023-06-30 | $246k | 3.5k | 70.48 |
| 2023-03-31 | $223k | 3.5k | 63.89 |
| 2022-12-31 | $215k | 3.7k | 58.50 |
| 2022-09-30 | $212k | 3.7k | 57.72 |
| 2022-06-30 | $222k | 3.7k | 60.44 |
| 2022-03-31 | $299k | 3.9k | 76.45 |
| 2021-12-31 | $330k | 3.9k | 83.71 |
| 2021-09-30 | $291k | 3.9k | 73.82 |
| 2021-06-30 | $287k | 3.9k | 72.81 |
| 2021-03-31 | $235k | 3.6k | 65.10 |
| 2020-12-31 | $241k | 3.8k | 63.69 |