iShares S&P 500 Growth Index shares owned by TL Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by TL Private Wealth
from 13F filings
Historical chart of TL Private Wealth 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 TL Private Wealth 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 TL Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $809k | 9.6k | 84.25 |
2023-12-31 | $700k | 9.3k | 75.10 |
2023-09-30 | $620k | 8.9k | 69.79 |
2023-06-30 | $574k | 8.2k | 69.56 |
2023-03-31 | $541k | 8.5k | 63.89 |
2022-12-31 | $486k | 8.3k | 58.53 |
2022-09-30 | $394k | 6.8k | 57.73 |
2022-06-30 | $418k | 6.8k | 61.47 |
2022-03-31 | $486k | 6.8k | 71.82 |
2021-12-31 | $482k | 6.6k | 72.68 |
2021-09-30 | $592k | 7.5k | 79.05 |
2021-06-30 | $544k | 7.5k | 72.75 |
2021-03-31 | $514k | 7.5k | 68.82 |
2020-12-31 | $239k | 3.7k | 65.30 |
2020-09-30 | $223k | 913 | 244.25 |
2019-12-31 | $240k | 1.2k | 207.61 |