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
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Quarterly reported holdings in iShares S&P 500 Growth Index by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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