iShares S&P 500 Growth Index shares owned by WESPAC Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by WESPAC 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 WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 29k | 84.44 |
| 2023-12-31 | $1.4M | 19k | 75.10 |
| 2021-12-31 | $4.2M | 50k | 83.67 |
| 2021-09-30 | $3.8M | 51k | 73.91 |
| 2021-03-31 | $1.2M | 19k | 65.13 |
| 2020-12-31 | $1.2M | 19k | 63.85 |
| 2020-09-30 | $1.0M | 4.3k | 231.04 |
| 2020-06-30 | $1.1M | 5.1k | 207.46 |
| 2018-09-30 | $1.3M | 7.6k | 177.20 |
| 2018-06-30 | $882k | 5.4k | 162.67 |
| 2018-03-31 | $1.2M | 8.0k | 155.06 |
| 2017-12-31 | $415k | 2.7k | 152.69 |
| 2017-09-30 | $784k | 5.5k | 143.41 |
| 2017-06-30 | $774k | 5.7k | 136.92 |
| 2017-03-31 | $501k | 3.8k | 131.46 |