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
Download as csv Download as ExcelQuarterly 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 |