iShares S&P 500 Growth Index shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies 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 United Asset Strategies 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 Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 2.7k | 120.72 |
| 2025-06-30 | $294k | 2.7k | 110.10 |
| 2025-03-31 | $249k | 2.7k | 92.83 |
| 2024-12-31 | $271k | 2.7k | 101.53 |
| 2024-09-30 | $256k | 2.7k | 95.75 |
| 2024-06-30 | $247k | 2.7k | 92.54 |
| 2024-03-31 | $226k | 2.7k | 84.44 |
| 2023-12-31 | $201k | 2.7k | 75.10 |
| 2022-03-31 | $204k | 2.7k | 76.35 |