iShares S&P 500 Growth Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 25k | 84.44 |
| 2023-12-31 | $1.9M | 25k | 75.10 |
| 2023-09-30 | $1.7M | 25k | 68.42 |
| 2023-06-30 | $1.8M | 26k | 70.48 |
| 2023-03-31 | $1.6M | 26k | 63.89 |
| 2022-12-31 | $1.3M | 21k | 58.50 |
| 2022-09-30 | $1.3M | 21k | 59.78 |
| 2022-06-30 | $1.3M | 21k | 60.34 |
| 2022-03-31 | $1.8M | 21k | 83.63 |
| 2021-12-31 | $1.8M | 21k | 83.63 |
| 2021-09-30 | $1.6M | 21k | 73.90 |
| 2021-06-30 | $1.6M | 22k | 72.70 |
| 2021-03-31 | $1.4M | 22k | 65.09 |
| 2020-12-31 | $1.7M | 27k | 63.79 |
| 2020-09-30 | $1.7M | 7.3k | 231.02 |
| 2020-06-30 | $1.5M | 7.3k | 207.37 |
| 2020-03-31 | $1.2M | 7.3k | 165.03 |
| 2019-12-31 | $1.6M | 8.0k | 193.54 |
| 2019-09-30 | $1.5M | 8.1k | 180.00 |
| 2019-06-30 | $1.4M | 8.1k | 179.23 |
| 2019-03-31 | $1.4M | 8.1k | 172.35 |
| 2018-12-31 | $1.2M | 8.1k | 150.68 |