iShares S&P 500 Growth Index shares owned by Atlas Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Atlas Private Wealth Management
from 13F filings
Historical chart of Atlas Private 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 Atlas Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 45k | 84.44 |
| 2023-12-31 | $3.3M | 44k | 75.10 |
| 2023-09-30 | $3.0M | 44k | 68.42 |
| 2023-06-30 | $3.0M | 42k | 70.48 |
| 2023-03-31 | $2.7M | 43k | 63.89 |
| 2022-12-31 | $65M | 1.1M | 58.50 |
| 2022-09-30 | $2.6M | 45k | 57.84 |
| 2022-06-30 | $2.7M | 44k | 60.34 |
| 2022-03-31 | $3.3M | 43k | 76.38 |
| 2021-12-31 | $3.4M | 40k | 83.67 |
| 2021-09-30 | $3.1M | 41k | 73.92 |
| 2021-06-30 | $3.3M | 46k | 72.72 |
| 2021-03-31 | $3.3M | 51k | 65.11 |
| 2020-12-31 | $3.1M | 49k | 63.81 |
| 2020-09-30 | $2.9M | 13k | 231.08 |
| 2020-06-30 | $2.7M | 13k | 207.50 |
| 2020-03-31 | $2.3M | 14k | 165.08 |
| 2019-12-31 | $2.6M | 14k | 193.67 |
More positions owned by Atlas Private Wealth Management
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