iShares S&P 500 Growth Index shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Willner & Heller 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 Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 3.5k | 120.72 |
| 2025-06-30 | $384k | 3.5k | 110.10 |
| 2025-03-31 | $393k | 4.2k | 92.84 |
| 2024-12-31 | $429k | 4.2k | 101.54 |
| 2024-09-30 | $410k | 4.3k | 95.75 |
| 2024-06-30 | $395k | 4.3k | 92.55 |
| 2024-03-31 | $363k | 4.3k | 84.44 |
| 2023-12-31 | $323k | 4.3k | 75.09 |
| 2022-12-31 | $255k | 4.4k | 58.49 |
| 2022-09-30 | $247k | 4.3k | 57.78 |
| 2022-06-30 | $257k | 4.3k | 60.27 |
| 2022-03-31 | $354k | 4.2k | 83.57 |
| 2021-12-31 | $315k | 4.3k | 74.01 |