iShares S&P 500 Growth Index shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth 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 Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 5.1k | 119.82 |
| 2025-06-30 | $560k | 5.0k | 110.97 |
| 2025-03-31 | $517k | 5.7k | 90.39 |
| 2024-12-31 | $834k | 8.2k | 101.08 |
| 2024-09-30 | $838k | 8.7k | 96.73 |
| 2024-06-30 | $305k | 3.2k | 96.05 |
| 2024-03-31 | $220k | 2.8k | 79.32 |
| 2023-12-31 | $213k | 2.8k | 75.63 |
| 2023-09-30 | $222k | 3.2k | 70.30 |
| 2023-06-30 | $246k | 3.5k | 71.26 |
| 2023-03-31 | $238k | 3.7k | 64.06 |
| 2022-12-31 | $219k | 3.7k | 58.89 |
| 2022-09-30 | $340k | 3.3k | 103.60 |
| 2022-06-30 | $283k | 4.5k | 62.31 |
| 2022-03-31 | $348k | 4.6k | 76.43 |
| 2021-12-31 | $356k | 2.0k | 178.71 |
| 2021-09-30 | $340k | 2.0k | 170.68 |
| 2021-06-30 | $300k | 4.1k | 72.66 |
More positions owned by Accurate Wealth Management
View all positions for Accurate Wealth Management