iShares S&P 500 Growth Index shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $324k | 2.9k | 113.11 |
| 2020-09-30 | $201k | 843 | 238.43 |
| 2019-09-30 | $270k | 1.5k | 180.24 |
| 2019-06-30 | $290k | 1.6k | 178.68 |
| 2019-03-31 | $279k | 1.6k | 171.90 |
| 2018-12-31 | $263k | 1.7k | 150.46 |
| 2018-09-30 | $57k | 325 | 175.38 |