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iShares S&P 500 Growth Index shares owned by WealthBridge Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WealthBridge Capital Management from 13F filings

Historical chart of WealthBridge Capital 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 WealthBridge Capital Management 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $463k 5.5k 84.44
2023-12-31 $412k 5.5k 75.10
2023-09-30 $375k 5.5k 68.42
2023-06-30 $346k 4.9k 70.48
2023-03-31 $313k 4.9k 63.89
2022-12-31 $287k 4.9k 58.50
2022-09-30 $302k 5.0k 60.29
2022-06-30 $302k 5.0k 60.29
2022-03-31 $424k 5.5k 76.45
2021-12-31 $469k 5.6k 83.72
2021-09-30 $394k 5.3k 73.94
2021-06-30 $364k 5.0k 72.68
2021-03-31 $326k 5.0k 65.10
2020-12-31 $353k 5.5k 63.90
2020-09-30 $319k 1.4k 230.99
2020-06-30 $228k 1.4k 165.10
2020-03-31 $228k 1.4k 165.10
2019-12-31 $267k 1.4k 193.34
2019-03-31 $134k 764 175.39
2018-12-31 $125k 829 150.78