iShares S&P 500 Growth Index shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group 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 Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 44k | 120.72 |
| 2025-06-30 | $4.9M | 45k | 110.10 |
| 2025-03-31 | $3.5M | 38k | 92.83 |
| 2024-12-31 | $4.5M | 45k | 101.53 |
| 2024-06-30 | $4.3M | 47k | 92.54 |
| 2024-03-31 | $4.0M | 48k | 84.44 |
| 2023-12-31 | $277k | 1.6k | 173.86 |
| 2023-09-30 | $3.5M | 51k | 68.65 |
| 2023-06-30 | $3.7M | 52k | 70.48 |
| 2023-03-31 | $3.4M | 53k | 63.90 |
| 2022-12-31 | $3.1M | 53k | 58.51 |
| 2022-09-30 | $2.4M | 41k | 57.84 |
| 2022-06-30 | $2.5M | 41k | 60.34 |
| 2022-03-31 | $3.1M | 41k | 76.37 |
| 2021-12-31 | $3.4M | 41k | 83.67 |
| 2021-09-30 | $3.0M | 41k | 73.92 |
| 2021-06-30 | $867k | 7.4k | 116.69 |
| 2021-03-31 | $2.8M | 43k | 65.10 |
| 2020-12-31 | $3.5M | 54k | 63.83 |
| 2020-09-30 | $3.4M | 15k | 233.30 |
| 2020-06-30 | $2.3M | 11k | 209.72 |
| 2020-03-31 | $1.8M | 11k | 165.08 |
| 2019-12-31 | $2.1M | 11k | 193.68 |
| 2019-09-30 | $1.9M | 11k | 180.08 |
| 2019-06-30 | $2.0M | 11k | 179.20 |
| 2019-03-31 | $1.9M | 11k | 173.77 |
| 2018-12-31 | $1.7M | 11k | 150.63 |
| 2018-09-30 | $2.0M | 11k | 177.13 |
| 2018-06-30 | $1.8M | 11k | 162.58 |
| 2018-03-31 | $1.7M | 11k | 153.62 |
| 2017-12-31 | $1.8M | 11k | 157.75 |