iShares S&P 500 Growth Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management 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 CB^T Wealth Management 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 CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 27k | 84.44 |
| 2023-12-31 | $2.0M | 27k | 75.10 |
| 2023-09-30 | $1.8M | 27k | 68.42 |
| 2023-06-30 | $2.1M | 30k | 70.48 |
| 2023-03-31 | $1.9M | 30k | 63.89 |
| 2022-12-31 | $1.7M | 30k | 58.51 |
| 2022-09-30 | $1.7M | 30k | 57.84 |
| 2022-06-30 | $578k | 9.6k | 60.31 |
| 2022-03-31 | $1.0M | 13k | 76.38 |
| 2021-12-31 | $1.1M | 13k | 83.66 |
| 2021-09-30 | $974k | 13k | 73.88 |
| 2021-06-30 | $959k | 13k | 72.74 |
| 2021-03-31 | $858k | 13k | 65.08 |
| 2020-12-31 | $672k | 11k | 63.85 |
| 2020-09-30 | $608k | 2.6k | 231.09 |
| 2020-06-30 | $359k | 1.7k | 207.39 |
| 2020-03-31 | $286k | 1.7k | 165.22 |
| 2019-12-31 | $335k | 1.7k | 193.53 |
| 2019-09-30 | $312k | 1.7k | 180.24 |
| 2019-06-30 | $310k | 1.7k | 179.09 |
| 2019-03-31 | $298k | 1.7k | 172.15 |
| 2018-12-31 | $261k | 1.7k | 150.78 |
| 2018-06-30 | $281k | 1.7k | 162.33 |
| 2018-03-31 | $268k | 1.7k | 154.82 |
| 2017-12-31 | $264k | 1.7k | 152.51 |
| 2017-09-30 | $248k | 1.7k | 143.27 |
| 2017-06-30 | $237k | 1.7k | 136.92 |
| 2017-03-31 | $228k | 1.7k | 131.72 |
| 2016-12-31 | $211k | 1.7k | 121.89 |
| 2016-09-30 | $211k | 1.7k | 121.89 |
| 2016-03-31 | $201k | 1.7k | 116.12 |