iShares S&P 500 Growth Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 72k | 95.75 |
| 2024-06-30 | $6.4M | 70k | 92.54 |
| 2024-03-31 | $4.9M | 58k | 84.44 |
| 2023-09-30 | $3.3M | 49k | 68.42 |
| 2023-06-30 | $3.2M | 46k | 70.48 |
| 2023-03-31 | $2.9M | 45k | 63.89 |
| 2022-12-31 | $2.3M | 40k | 58.50 |
| 2022-09-30 | $2.1M | 37k | 57.84 |
| 2022-06-30 | $1.9M | 32k | 60.35 |
| 2022-03-31 | $2.3M | 30k | 76.39 |
| 2021-12-31 | $2.2M | 26k | 83.67 |
| 2021-09-30 | $1.8M | 24k | 73.93 |
| 2021-06-30 | $1.8M | 24k | 75.77 |
| 2021-03-31 | $1.5M | 23k | 65.10 |
| 2020-12-31 | $1.3M | 21k | 63.80 |
More positions owned by Wescott Financial Advisory Group
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