iShares S&P 500 Growth Index shares owned by Moneywise
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Moneywise
from 13F filings
Historical chart of Moneywise investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Moneywise
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 26k | 84.44 |
| 2023-12-31 | $822k | 11k | 75.10 |
| 2023-09-30 | $438k | 6.4k | 68.43 |
| 2023-06-30 | $401k | 5.7k | 70.48 |
| 2023-03-31 | $362k | 5.7k | 63.90 |
| 2022-12-31 | $331k | 5.6k | 58.50 |
| 2022-09-30 | $326k | 5.6k | 57.82 |
| 2022-06-30 | $339k | 5.6k | 60.27 |
| 2022-03-31 | $429k | 5.6k | 76.38 |
| 2021-12-31 | $469k | 5.6k | 83.63 |
| 2021-09-30 | $414k | 5.6k | 73.89 |
| 2021-06-30 | $413k | 5.7k | 72.79 |
| 2021-03-31 | $369k | 5.7k | 65.10 |
| 2020-12-31 | $361k | 5.7k | 63.77 |
| 2020-09-30 | $326k | 1.4k | 230.88 |
| 2020-06-30 | $292k | 1.4k | 207.24 |
| 2020-03-31 | $232k | 1.4k | 164.89 |
| 2019-12-31 | $253k | 1.4k | 180.33 |
| 2019-09-30 | $267k | 1.5k | 180.28 |
| 2019-06-30 | $265k | 1.5k | 179.42 |
| 2019-03-31 | $222k | 1.4k | 155.35 |
| 2018-12-31 | $221k | 1.5k | 150.54 |
| 2018-09-30 | $259k | 1.5k | 177.28 |
| 2018-06-30 | $237k | 1.5k | 162.66 |
| 2018-03-31 | $222k | 1.4k | 155.35 |
| 2017-12-31 | $233k | 1.5k | 152.69 |
| 2017-09-30 | $218k | 1.5k | 143.23 |
| 2017-06-30 | $208k | 1.5k | 137.11 |
| 2017-03-31 | $209k | 1.6k | 131.61 |