iShares S&P 500 Growth Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $9.6M | 104k | 92.54 |
| 2024-03-31 | $8.0M | 95k | 84.44 |
| 2023-09-30 | $3.5M | 52k | 68.42 |
| 2023-06-30 | $3.7M | 53k | 70.48 |
| 2023-03-31 | $3.3M | 52k | 63.89 |
| 2022-12-31 | $3.0M | 51k | 58.50 |
| 2022-09-30 | $3.3M | 58k | 57.85 |
| 2022-06-30 | $3.5M | 58k | 60.35 |
| 2022-03-31 | $3.5M | 46k | 76.38 |
| 2021-12-31 | $5.7M | 68k | 83.66 |
| 2021-09-30 | $4.4M | 60k | 73.92 |
| 2021-06-30 | $3.0M | 41k | 72.72 |
| 2021-03-31 | $2.7M | 41k | 65.11 |
| 2020-12-31 | $4.0M | 63k | 63.82 |
| 2020-09-30 | $1.8M | 11k | 165.06 |
| 2020-06-30 | $2.4M | 11k | 207.45 |
| 2020-03-31 | $1.8M | 11k | 165.06 |
| 2019-12-31 | $3.0M | 15k | 193.62 |
| 2019-09-30 | $2.7M | 15k | 180.06 |
| 2019-06-30 | $2.6M | 15k | 179.25 |
| 2018-12-31 | $2.0M | 13k | 150.67 |
| 2018-09-30 | $2.4M | 14k | 177.20 |
| 2018-06-30 | $352k | 2.2k | 162.74 |
| 2017-12-31 | $229k | 1.5k | 152.46 |
| 2017-09-30 | $208k | 1.5k | 143.05 |
More positions owned by Belpointe Asset Management
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