iShares S&P 500 Growth Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 4.7k | 120.73 |
| 2025-06-30 | $518k | 4.7k | 110.10 |
| 2025-03-31 | $443k | 4.8k | 92.84 |
| 2024-12-31 | $509k | 5.0k | 101.52 |
| 2024-09-30 | $478k | 5.0k | 95.75 |
| 2024-06-30 | $444k | 4.8k | 92.54 |
| 2024-03-31 | $416k | 4.9k | 84.44 |
| 2023-12-31 | $365k | 4.9k | 75.11 |
| 2023-09-30 | $348k | 5.1k | 68.42 |
| 2023-06-30 | $358k | 5.1k | 70.48 |
| 2023-03-31 | $324k | 5.1k | 63.85 |
| 2022-12-31 | $290k | 5.0k | 58.51 |
| 2022-09-30 | $312k | 5.4k | 57.94 |
| 2022-06-30 | $9.4M | 156k | 60.35 |
| 2022-03-31 | $11M | 141k | 76.38 |
| 2021-12-31 | $11M | 134k | 83.67 |
| 2021-09-30 | $9.9M | 134k | 73.91 |
| 2021-06-30 | $9.9M | 136k | 72.73 |
| 2021-03-31 | $6.3M | 97k | 65.11 |
| 2020-12-31 | $5.7M | 89k | 63.82 |
| 2020-09-30 | $620k | 2.7k | 231.17 |
| 2020-03-31 | $225k | 1.4k | 165.56 |
| 2019-12-31 | $1.1M | 5.7k | 193.68 |
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