iShares S&P 500 Growth Index shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $501k | 5.2k | 95.75 |
| 2024-06-30 | $565k | 6.1k | 92.54 |
| 2024-03-31 | $529k | 6.3k | 84.44 |
| 2023-12-31 | $470k | 6.3k | 75.10 |
| 2023-09-30 | $460k | 6.7k | 68.42 |
| 2023-06-30 | $616k | 8.7k | 70.48 |
| 2023-03-31 | $563k | 8.8k | 63.89 |
| 2022-12-31 | $478k | 8.2k | 58.50 |
More positions owned by Worth Financial Advisory Group
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