iShares S&P 500 Growth Index shares owned by Altium Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium 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 Altium 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 Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $550k | 9.1k | 60.36 |
| 2022-03-31 | $740k | 9.7k | 76.38 |
| 2021-12-31 | $426k | 5.1k | 83.76 |
| 2021-09-30 | $253k | 3.4k | 73.93 |
| 2021-06-30 | $250k | 3.4k | 72.82 |
| 2021-03-31 | $244k | 3.8k | 65.03 |
| 2020-12-31 | $271k | 4.2k | 63.92 |
| 2020-09-30 | $279k | 1.2k | 230.77 |
| 2020-06-30 | $251k | 1.2k | 207.61 |
| 2020-03-31 | $233k | 1.4k | 165.37 |
| 2019-12-31 | $677k | 3.5k | 193.54 |
| 2019-09-30 | $450k | 2.5k | 180.14 |
| 2019-06-30 | $583k | 3.3k | 179.38 |
| 2019-03-31 | $582k | 3.4k | 172.24 |
| 2018-12-31 | $505k | 3.3k | 150.79 |
| 2018-09-30 | $609k | 3.4k | 177.14 |
| 2018-06-30 | $529k | 3.3k | 162.47 |
| 2018-03-31 | $385k | 2.5k | 154.80 |
| 2017-12-31 | $350k | 2.3k | 153.04 |