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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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