iShares S&P 500 Growth Index shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate 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 Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 22k | 75.10 |
| 2023-09-30 | $1.4M | 20k | 68.42 |
| 2023-06-30 | $110k | 1.6k | 70.52 |
| 2023-03-31 | $111k | 1.7k | 63.91 |
| 2022-12-31 | $163k | 2.8k | 58.63 |
| 2022-09-30 | $160k | 2.8k | 57.76 |
| 2022-06-30 | $63k | 1.0k | 60.52 |
| 2022-03-31 | $79k | 1.0k | 75.96 |
| 2021-12-31 | $98k | 1.2k | 83.90 |
| 2021-06-30 | $113k | 1.6k | 72.86 |
| 2021-03-31 | $101k | 1.5k | 65.20 |
| 2020-12-31 | $99k | 1.5k | 63.99 |
| 2020-09-30 | $89k | 386 | 230.57 |
| 2020-06-30 | $80k | 384 | 208.33 |
| 2020-03-31 | $63k | 384 | 164.06 |
| 2019-12-31 | $74k | 383 | 193.21 |
| 2019-09-30 | $69k | 381 | 181.10 |
| 2019-06-30 | $69k | 379 | 182.06 |
| 2019-03-31 | $67k | 377 | 177.72 |
| 2018-12-31 | $265k | 1.7k | 160.02 |
| 2018-09-30 | $62k | 375 | 165.33 |
| 2018-06-30 | $62k | 374 | 165.78 |
| 2018-03-31 | $58k | 373 | 155.50 |
| 2017-12-31 | $61k | 373 | 163.54 |
| 2017-09-30 | $54k | 373 | 144.77 |
| 2017-06-30 | $52k | 373 | 139.41 |
| 2017-03-31 | $49k | 373 | 131.37 |
| 2016-12-31 | $46k | 373 | 123.32 |
| 2013-06-30 | $18k | 216 | 83.33 |
More positions owned by Baystate Wealth Management
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