iShares S&P 500 Growth Index shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 59k | 120.72 |
| 2025-06-30 | $6.7M | 60k | 110.10 |
| 2025-03-31 | $5.6M | 60k | 92.83 |
| 2024-12-31 | $6.0M | 59k | 101.53 |
| 2024-09-30 | $6.6M | 68k | 95.75 |
| 2024-06-30 | $6.3M | 68k | 92.54 |
| 2024-03-31 | $5.6M | 67k | 84.44 |
| 2023-12-31 | $5.0M | 67k | 75.10 |
| 2023-09-30 | $4.4M | 65k | 68.42 |
| 2023-06-30 | $4.7M | 67k | 70.48 |
| 2023-03-31 | $3.4M | 53k | 63.89 |
| 2022-12-31 | $3.1M | 52k | 58.48 |
| 2022-09-30 | $3.0M | 53k | 57.85 |
| 2022-06-30 | $3.1M | 51k | 60.35 |
| 2022-03-31 | $3.7M | 48k | 76.38 |
| 2021-12-31 | $4.8M | 57k | 83.68 |
| 2021-09-30 | $4.2M | 57k | 73.91 |
| 2021-06-30 | $4.1M | 57k | 72.74 |
| 2021-03-31 | $3.8M | 59k | 65.11 |
| 2020-12-31 | $4.4M | 69k | 63.82 |
| 2020-09-30 | $4.2M | 18k | 231.11 |
| 2020-06-30 | $3.8M | 18k | 207.49 |
| 2020-03-31 | $2.6M | 16k | 165.08 |
| 2019-12-31 | $2.6M | 13k | 193.67 |
| 2019-09-30 | $2.4M | 13k | 179.99 |
| 2019-06-30 | $2.5M | 14k | 179.22 |
| 2019-03-31 | $2.4M | 14k | 172.38 |
| 2018-12-31 | $2.8M | 19k | 150.68 |
| 2018-09-30 | $2.4M | 14k | 177.18 |
| 2018-06-30 | $2.1M | 13k | 162.63 |
| 2018-03-31 | $1.8M | 12k | 155.07 |
| 2017-12-31 | $1.7M | 11k | 152.74 |
| 2017-09-30 | $952k | 6.6k | 143.44 |