iShares S&P 500 Growth Index shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.9M | 97k | 92.54 |
| 2024-03-31 | $8.1M | 96k | 84.44 |
| 2023-09-30 | $7.1M | 103k | 68.42 |
| 2023-06-30 | $7.5M | 107k | 70.48 |
| 2023-03-31 | $7.0M | 110k | 63.89 |
| 2022-12-31 | $6.5M | 111k | 58.50 |
| 2022-09-30 | $6.6M | 113k | 57.85 |
| 2022-06-30 | $6.9M | 114k | 60.35 |
| 2022-03-31 | $9.1M | 119k | 76.38 |
| 2021-12-31 | $10M | 119k | 83.67 |
| 2021-09-30 | $9.2M | 124k | 73.91 |
| 2021-06-30 | $9.0M | 124k | 72.73 |
| 2021-03-31 | $6.0M | 36k | 165.05 |
| 2020-12-31 | $8.5M | 133k | 63.82 |
| 2020-09-30 | $8.3M | 36k | 231.07 |
| 2020-06-30 | $7.5M | 36k | 207.48 |
| 2020-03-31 | $6.0M | 36k | 165.05 |
More positions owned by Wellspring Financial Advisors
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