iShares S&P 500 Growth Index shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 615k | 120.98 |
| 2025-06-30 | $68M | 616k | 110.80 |
| 2025-03-31 | $56M | 607k | 92.83 |
| 2024-12-31 | $52M | 539k | 95.75 |
| 2024-06-30 | $50M | 541k | 92.54 |
| 2024-03-31 | $45M | 528k | 84.44 |
| 2023-12-31 | $40M | 528k | 75.10 |
| 2023-09-30 | $37M | 544k | 68.42 |
| 2023-06-30 | $2.9M | 42k | 70.48 |
| 2023-03-31 | $3.0M | 47k | 63.89 |
| 2022-12-31 | $1.5M | 25k | 60.89 |
| 2022-09-30 | $1.4M | 24k | 58.34 |
| 2022-06-30 | $1.5M | 24k | 63.42 |
| 2022-03-31 | $1.9M | 25k | 77.80 |
| 2021-12-31 | $1.7M | 22k | 76.06 |
| 2021-09-30 | $1.7M | 21k | 79.00 |
| 2021-06-30 | $1.2M | 16k | 74.63 |
| 2021-03-31 | $972k | 14k | 67.36 |
| 2020-12-31 | $592k | 9.4k | 63.07 |
| 2020-09-30 | $505k | 2.1k | 244.32 |
| 2020-06-30 | $1.6M | 11k | 148.12 |
| 2020-03-31 | $279k | 1.5k | 182.83 |
| 2019-12-31 | $347k | 1.8k | 194.83 |
More positions owned by Wealth Enhancement Advisory Services
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