iShares S&P 500 Growth Index shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $475k | 4.7k | 101.53 |
| 2024-09-30 | $499k | 5.2k | 95.75 |
| 2024-06-30 | $483k | 5.2k | 92.54 |
| 2024-03-31 | $332k | 3.9k | 84.44 |
| 2023-12-31 | $721k | 9.6k | 75.10 |
| 2023-09-30 | $657k | 9.6k | 68.42 |
| 2023-06-30 | $725k | 10k | 70.48 |
| 2023-03-31 | $831k | 13k | 63.89 |
| 2022-12-31 | $926k | 16k | 58.50 |
| 2022-09-30 | $1.1M | 20k | 57.84 |
| 2022-06-30 | $1.4M | 23k | 60.35 |
| 2022-03-31 | $1.9M | 25k | 76.39 |
| 2021-12-31 | $4.3M | 51k | 83.66 |
More positions owned by Aurum Wealth Management Group
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