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
Download as csvQuarterly 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 |
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