iShares S&P 500 Growth Index shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 31k | 84.44 |
| 2023-12-31 | $1.3M | 17k | 75.10 |
| 2023-09-30 | $1.2M | 17k | 68.42 |
| 2023-06-30 | $1.2M | 17k | 70.48 |
| 2023-03-31 | $818k | 13k | 63.89 |
| 2022-12-31 | $745k | 13k | 58.50 |
| 2022-09-30 | $668k | 12k | 57.88 |
| 2022-06-30 | $2.1M | 35k | 60.36 |
| 2022-03-31 | $639k | 8.4k | 76.43 |
| 2021-12-31 | $981k | 13k | 73.71 |
| 2020-06-30 | $302k | 1.3k | 229.14 |
| 2020-03-31 | $217k | 1.3k | 164.77 |
| 2019-12-31 | $271k | 1.3k | 205.93 |
| 2019-09-30 | $251k | 1.4k | 179.67 |
| 2019-06-30 | $250k | 1.4k | 179.08 |
| 2019-03-31 | $240k | 1.4k | 172.04 |
| 2018-09-30 | $1.0M | 5.7k | 177.11 |
| 2018-06-30 | $923k | 5.7k | 162.53 |
| 2018-03-31 | $881k | 5.7k | 155.13 |
| 2017-12-31 | $867k | 5.7k | 152.67 |
| 2017-09-30 | $785k | 5.5k | 143.41 |
| 2017-06-30 | $749k | 5.5k | 136.85 |
| 2017-03-31 | $625k | 4.8k | 131.50 |
| 2015-09-30 | $32k | 298 | 107.38 |
| 2015-06-30 | $34k | 298 | 114.09 |
| 2015-03-31 | $34k | 297 | 114.48 |
| 2014-12-31 | $35k | 318 | 110.06 |
| 2014-09-30 | $34k | 317 | 107.26 |
| 2014-06-30 | $33k | 316 | 104.43 |
| 2014-03-31 | $31k | 315 | 98.41 |
| 2013-12-31 | $31k | 315 | 98.41 |
| 2013-09-30 | $31k | 343 | 90.38 |
More positions owned by Warren Averett Asset Management
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