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iShares S&P 500 Growth Index shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 2.9k 120.72
2025-06-30 $300k 2.7k 110.10
2025-03-31 $226k 2.4k 92.83
2024-12-31 $206k 2.0k 101.53
2022-03-31 $2.4M 34k 71.75
2021-12-31 $2.5M 30k 83.68
2021-09-30 $2.3M 29k 78.02