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iShares S&P 500 Growth Index shares owned by Basepoint Wealth

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Basepoint Wealth from 13F filings

Historical chart of Basepoint Wealth investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Basepoint 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $195k 1.6k 123.29
2025-06-30 $346k 3.1k 110.09
2025-03-31 $292k 3.1k 92.84
2024-12-31 $394k 3.9k 101.54
2024-09-30 $372k 3.9k 95.76
2024-06-30 $290k 3.1k 92.53
2024-03-31 $265k 3.1k 84.44