iShares S&P 500 Growth Index shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Beacon Bridge Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 14k | 95.75 |
2024-06-30 | $1.3M | 14k | 92.54 |
2024-03-31 | $1.5M | 18k | 84.44 |
2023-12-31 | $2.3M | 30k | 75.10 |
2023-09-30 | $4.0M | 59k | 68.42 |
2023-06-30 | $4.0M | 56k | 70.48 |
2023-03-31 | $3.4M | 53k | 63.89 |
2022-12-31 | $3.8M | 66k | 58.50 |
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