iShares S&P 500 Growth Index shares owned by 49 Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by 49 Wealth 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 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $589k | 4.9k | 120.71 |
| 2025-06-30 | $721k | 6.6k | 110.11 |
| 2025-03-31 | $644k | 6.9k | 92.83 |
| 2024-12-31 | $737k | 7.3k | 101.53 |
| 2024-09-30 | $1.0M | 11k | 95.75 |
| 2024-06-30 | $763k | 8.2k | 93.23 |
| 2024-03-31 | $509k | 6.0k | 84.57 |
| 2023-12-31 | $439k | 5.8k | 75.10 |