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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 63.89
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