iShares S&P 500 Growth Index shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital 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 Ferguson Wellman Capital 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 Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $567k | 6.7k | 84.45 |
| 2023-12-31 | $803k | 11k | 75.10 |
| 2023-09-30 | $732k | 11k | 68.42 |
| 2023-06-30 | $759k | 11k | 70.48 |
| 2023-03-31 | $690k | 11k | 63.89 |
| 2022-12-31 | $651k | 11k | 58.53 |
| 2022-09-30 | $643k | 11k | 57.81 |
| 2022-06-30 | $673k | 11k | 60.32 |
| 2022-03-31 | $852k | 11k | 76.36 |
| 2021-12-31 | $926k | 11k | 83.69 |
| 2021-09-30 | $725k | 9.8k | 73.90 |
| 2021-06-30 | $713k | 9.8k | 72.68 |
| 2021-03-31 | $639k | 9.8k | 65.14 |
| 2020-12-31 | $599k | 9.4k | 63.86 |
| 2020-09-30 | $542k | 2.3k | 231.13 |
| 2020-06-30 | $487k | 2.3k | 207.68 |
| 2020-03-31 | $413k | 2.5k | 165.20 |
| 2019-12-31 | $487k | 2.5k | 193.79 |
| 2019-09-30 | $521k | 2.9k | 180.09 |
| 2019-06-30 | $465k | 2.6k | 179.19 |
| 2019-03-31 | $453k | 2.6k | 172.24 |
| 2018-12-31 | $396k | 2.6k | 150.57 |
| 2018-09-30 | $469k | 2.6k | 177.05 |
| 2018-06-30 | $529k | 3.3k | 162.57 |
| 2018-03-31 | $412k | 2.7k | 155.18 |
| 2017-12-31 | $394k | 2.6k | 152.89 |
| 2017-09-30 | $370k | 2.6k | 143.58 |
| 2017-06-30 | $353k | 2.6k | 136.98 |
| 2017-03-31 | $339k | 2.6k | 131.55 |
| 2016-12-31 | $314k | 2.6k | 121.85 |
| 2016-09-30 | $534k | 4.4k | 121.70 |
More positions owned by Ferguson Wellman Capital Management
Home Depot (HD)
View all positions for Ferguson Wellman Capital Management