iShares S&P 500 Growth Index shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management 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 BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $356k | 5.0k | 70.48 |
| 2023-03-31 | $322k | 5.0k | 63.89 |
| 2022-12-31 | $422k | 7.2k | 58.50 |
| 2022-09-30 | $339k | 5.9k | 57.79 |
| 2022-06-30 | $354k | 5.9k | 60.35 |
| 2022-03-31 | $448k | 5.9k | 76.37 |
| 2021-12-31 | $686k | 8.2k | 83.72 |
| 2021-09-30 | $523k | 7.1k | 73.97 |
| 2021-06-30 | $528k | 7.3k | 72.73 |
| 2021-03-31 | $467k | 7.2k | 65.04 |
| 2020-12-31 | $458k | 7.2k | 63.79 |
| 2020-09-30 | $416k | 1.8k | 231.11 |
| 2020-06-30 | $373k | 1.8k | 207.45 |
| 2020-03-31 | $147k | 890 | 165.17 |
| 2019-12-31 | $172k | 890 | 193.26 |
| 2019-09-30 | $79k | 441 | 179.14 |
| 2019-06-30 | $79k | 441 | 179.14 |
| 2019-03-31 | $103k | 598 | 172.24 |
| 2018-12-31 | $90k | 598 | 150.50 |
| 2018-09-30 | $106k | 597 | 177.55 |
| 2018-06-30 | $105k | 647 | 162.29 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management