iShares S&P 500 Growth Index shares owned by BKM Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 95k | 120.72 |
| 2025-06-30 | $11M | 96k | 110.10 |
| 2025-03-31 | $9.1M | 98k | 92.83 |
| 2024-12-31 | $10M | 102k | 101.53 |
| 2024-09-30 | $9.9M | 104k | 95.75 |
| 2024-06-30 | $9.8M | 106k | 92.54 |
| 2024-03-31 | $8.8M | 105k | 84.44 |
| 2023-12-31 | $7.7M | 102k | 75.10 |