iShares S&P 500 Growth Index shares owned by 4J Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J 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 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 8.5k | 120.72 |
| 2025-06-30 | $932k | 8.5k | 110.10 |
| 2025-03-31 | $796k | 8.6k | 92.83 |
| 2024-12-31 | $861k | 8.5k | 101.53 |
| 2024-09-30 | $813k | 8.5k | 95.75 |
| 2024-06-30 | $786k | 8.5k | 92.54 |
| 2024-03-31 | $721k | 8.5k | 84.44 |
| 2023-12-31 | $655k | 8.7k | 75.10 |
| 2023-09-30 | $675k | 9.9k | 68.42 |
| 2023-06-30 | $726k | 10k | 70.48 |
| 2023-03-31 | $677k | 11k | 63.89 |
| 2022-12-31 | $676k | 12k | 58.50 |
| 2022-09-30 | $691k | 12k | 57.82 |
| 2022-06-30 | $736k | 12k | 60.35 |
| 2022-03-31 | $1.0M | 13k | 76.35 |
| 2021-12-31 | $1.1M | 13k | 83.65 |
| 2021-09-30 | $1.0M | 14k | 73.92 |
| 2021-06-30 | $1.3M | 18k | 72.75 |
| 2021-03-31 | $1.2M | 18k | 65.13 |
| 2020-12-31 | $1.2M | 18k | 63.80 |