iShares S&P 500 Growth Index shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by YHB Investment Advisors 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 YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 108k | 120.72 |
| 2025-06-30 | $12M | 108k | 110.10 |
| 2025-03-31 | $10M | 108k | 92.83 |
| 2024-12-31 | $11M | 108k | 101.53 |
| 2024-09-30 | $10M | 108k | 95.75 |
| 2024-06-30 | $9.9M | 108k | 92.54 |
| 2024-03-31 | $9.1M | 107k | 84.44 |
| 2023-12-31 | $8.5M | 114k | 75.10 |
| 2023-09-30 | $8.7M | 127k | 68.42 |
| 2023-06-30 | $9.0M | 127k | 70.48 |
| 2023-03-31 | $8.1M | 127k | 63.89 |
| 2022-12-31 | $7.1M | 122k | 58.50 |
| 2022-09-30 | $6.8M | 118k | 57.85 |
| 2022-06-30 | $7.1M | 118k | 60.35 |
| 2022-03-31 | $8.9M | 117k | 76.38 |
| 2021-12-31 | $9.8M | 117k | 83.67 |
| 2021-09-30 | $8.6M | 117k | 73.91 |
| 2021-06-30 | $8.5M | 117k | 72.73 |
| 2021-03-31 | $8.2M | 117k | 69.95 |
| 2020-12-31 | $7.5M | 117k | 63.82 |
| 2020-09-30 | $6.7M | 29k | 231.09 |