iShares S&P 500 Growth Index shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 119k | 120.72 |
| 2025-06-30 | $13M | 119k | 110.10 |
| 2025-03-31 | $11M | 114k | 92.84 |
| 2024-12-31 | $12M | 119k | 101.53 |
| 2024-09-30 | $11M | 119k | 95.75 |
| 2024-06-30 | $11M | 116k | 92.54 |
| 2024-03-31 | $2.6M | 31k | 84.44 |