iShares S&P 500 Growth Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 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 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 15k | 75.10 |
| 2023-09-30 | $1.0M | 15k | 68.42 |
| 2023-06-30 | $1.0M | 15k | 70.48 |
| 2023-03-31 | $927k | 15k | 63.89 |
| 2022-12-31 | $858k | 15k | 58.50 |
| 2022-09-30 | $904k | 16k | 57.87 |
| 2022-06-30 | $1.0M | 17k | 60.34 |
| 2022-03-31 | $1.3M | 17k | 76.39 |
| 2021-12-31 | $1.4M | 16k | 83.66 |
| 2021-09-30 | $968k | 13k | 73.92 |
| 2021-06-30 | $946k | 13k | 72.72 |
| 2021-03-31 | $824k | 13k | 65.10 |
| 2020-12-31 | $793k | 12k | 63.80 |
| 2020-09-30 | $666k | 12k | 56.17 |
| 2020-06-30 | $615k | 3.0k | 207.49 |
| 2020-03-31 | $549k | 3.0k | 185.22 |
| 2019-12-31 | $574k | 3.0k | 193.66 |