iShares S&P 500 Growth Index shares owned by Windsor Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Windsor Advisory Group
from 13F filings
Historical chart of Windsor Advisory Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Windsor Advisory Group 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 Windsor Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $204k | 2.4k | 84.44 |
| 2023-12-31 | $182k | 2.4k | 75.10 |
| 2023-09-30 | $166k | 2.4k | 68.42 |
| 2023-06-30 | $171k | 2.4k | 70.48 |
| 2023-03-31 | $155k | 2.4k | 63.89 |
| 2022-12-31 | $142k | 2.4k | 58.50 |