iShares S&P 500 Growth Index shares owned by United Advisor Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by United Advisor 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 United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 5.2k | 120.72 |
| 2025-06-30 | $545k | 4.9k | 110.10 |
| 2025-03-31 | $410k | 4.4k | 92.83 |
| 2024-12-31 | $443k | 4.4k | 101.53 |
| 2024-09-30 | $383k | 4.0k | 95.75 |
| 2024-06-30 | $492k | 5.3k | 92.54 |
| 2024-03-31 | $364k | 4.3k | 84.44 |
| 2023-12-31 | $724k | 9.4k | 76.81 |