iShares S&P 500 Growth Index shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 3.2k | 120.72 |
| 2025-06-30 | $463k | 4.2k | 110.10 |
| 2025-03-31 | $432k | 4.7k | 92.82 |
| 2024-12-31 | $520k | 5.1k | 101.53 |
| 2024-09-30 | $605k | 6.3k | 95.75 |
| 2024-03-31 | $532k | 6.3k | 84.44 |
| 2023-12-31 | $210k | 2.8k | 75.10 |
| 2023-09-30 | $210k | 3.1k | 68.42 |
| 2023-06-30 | $461k | 6.5k | 70.61 |
More positions owned by Beverly Hills Private Wealth
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