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iShares S&P 500 Growth Index shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 28k 84.44
2023-12-31 $3.0M 41k 75.10
2023-09-30 $2.3M 33k 68.42
2023-06-30 $2.0M 28k 70.48
2023-03-31 $1.7M 27k 63.89
2022-12-31 $1.6M 28k 58.50
2022-09-30 $1.7M 29k 57.85
2022-06-30 $1.6M 26k 60.35
2022-03-31 $2.1M 27k 76.38
2021-12-31 $2.4M 29k 83.68
2021-09-30 $2.3M 32k 73.90
2021-06-30 $2.5M 34k 72.73
2021-03-31 $2.2M 34k 65.10
2020-12-31 $2.2M 34k 63.83
2020-09-30 $2.0M 8.7k 231.04
2020-06-30 $1.9M 9.0k 207.52
2020-03-31 $1.6M 9.8k 165.06
2019-12-31 $2.1M 11k 193.62