iShares S&P 500 Growth Index shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 29k | 84.43 |
| 2023-12-31 | $2.2M | 29k | 75.11 |
| 2023-09-30 | $2.0M | 29k | 68.65 |
| 2023-06-30 | $2.0M | 29k | 70.47 |
| 2023-03-31 | $1.8M | 29k | 63.91 |
| 2022-12-31 | $1.7M | 29k | 58.50 |
| 2022-09-30 | $1.7M | 29k | 57.83 |
| 2022-06-30 | $1.7M | 29k | 60.35 |
| 2022-03-31 | $2.2M | 29k | 76.37 |
| 2021-12-31 | $2.4M | 29k | 83.66 |
| 2021-09-30 | $2.1M | 29k | 73.92 |
| 2021-06-30 | $2.1M | 29k | 72.74 |
| 2021-03-31 | $1.9M | 29k | 65.09 |
| 2020-12-31 | $4.4M | 69k | 63.82 |
| 2020-09-30 | $4.0M | 17k | 231.10 |
| 2020-06-30 | $3.6M | 17k | 207.51 |
| 2020-03-31 | $2.8M | 17k | 165.06 |
| 2019-12-31 | $3.3M | 17k | 193.61 |
| 2019-09-30 | $3.1M | 17k | 180.01 |
| 2019-06-30 | $3.1M | 17k | 179.22 |
| 2019-03-31 | $3.1M | 18k | 172.35 |
| 2018-12-31 | $2.7M | 18k | 150.69 |
More positions owned by Tolleson Wealth Management
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