iShares S&P 500 Growth Index shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP 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 JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by JGP Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $392k | 4.6k | 84.44 |
2023-12-31 | $678k | 9.0k | 75.10 |
2023-09-30 | $2.1M | 31k | 68.42 |
2023-06-30 | $2.3M | 33k | 70.48 |
2023-03-31 | $2.0M | 31k | 63.89 |
2022-12-31 | $1.8M | 31k | 58.50 |
2022-09-30 | $1.7M | 29k | 58.36 |
2022-06-30 | $1.6M | 27k | 62.07 |
2022-03-31 | $1.9M | 25k | 74.49 |
2021-12-31 | $1.8M | 23k | 80.92 |
2021-09-30 | $1.7M | 22k | 73.92 |
2021-06-30 | $1.6M | 22k | 72.71 |
2021-03-31 | $1.5M | 23k | 65.13 |
2020-12-31 | $1.5M | 23k | 66.30 |
2020-09-30 | $1.3M | 5.7k | 234.17 |
2020-06-30 | $1.2M | 5.6k | 215.45 |
2020-03-31 | $909k | 5.2k | 175.18 |
2019-12-31 | $909k | 4.6k | 195.91 |
2019-09-30 | $785k | 4.5k | 174.87 |
2019-06-30 | $758k | 4.2k | 179.15 |
2019-03-31 | $691k | 4.0k | 172.41 |
2018-12-31 | $447k | 3.0k | 150.66 |
2018-09-30 | $392k | 2.2k | 177.94 |
2018-06-30 | $214k | 1.3k | 162.74 |