iShares S&P 500 Growth Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $192k | 1.6k | 120.75 |
| 2025-06-30 | $177k | 1.6k | 110.07 |
| 2025-03-31 | $149k | 1.6k | 92.82 |
| 2024-12-31 | $162k | 1.6k | 101.53 |
| 2024-09-30 | $252k | 2.6k | 95.78 |
| 2024-06-30 | $243k | 2.6k | 92.54 |
| 2024-03-31 | $221k | 2.6k | 84.43 |
| 2023-12-31 | $197k | 2.6k | 75.11 |
| 2023-09-30 | $259k | 3.8k | 68.41 |
| 2023-06-30 | $272k | 3.9k | 70.47 |
| 2023-03-31 | $246k | 3.8k | 63.89 |
| 2022-12-31 | $224k | 3.8k | 58.49 |
| 2022-09-30 | $362k | 6.3k | 57.80 |
| 2022-06-30 | $377k | 6.2k | 60.36 |
| 2022-03-31 | $499k | 6.5k | 76.45 |
| 2021-12-31 | $545k | 6.5k | 83.63 |