iShares S&P 500 Growth Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus 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 Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 13k | 84.44 |
| 2023-12-31 | $1.0M | 14k | 75.10 |
| 2023-09-30 | $750k | 11k | 70.48 |
| 2023-06-30 | $750k | 11k | 70.48 |
| 2023-03-31 | $680k | 11k | 63.89 |
| 2022-12-31 | $1.1M | 19k | 58.50 |
| 2022-06-30 | $1.2M | 21k | 60.35 |
| 2022-03-31 | $1.8M | 23k | 76.38 |
| 2021-12-31 | $2.0M | 24k | 83.67 |
| 2021-09-30 | $1.7M | 23k | 73.90 |
| 2021-06-30 | $1.7M | 23k | 72.71 |
| 2021-03-31 | $1.5M | 23k | 65.10 |
| 2020-12-31 | $1.6M | 26k | 63.83 |
| 2020-09-30 | $100k | 435 | 229.89 |
| 2020-06-30 | $95k | 458 | 207.42 |
| 2020-03-31 | $75k | 455 | 164.84 |
| 2019-12-31 | $88k | 455 | 193.41 |