iShares S&P 500 Growth Index shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $488k | 5.8k | 84.44 |
| 2023-12-31 | $479k | 6.4k | 75.10 |
| 2023-09-30 | $436k | 6.4k | 68.42 |
| 2023-06-30 | $449k | 6.4k | 70.48 |
| 2023-03-31 | $407k | 6.4k | 63.89 |
| 2022-12-31 | $373k | 6.4k | 58.50 |
| 2022-09-30 | $376k | 6.5k | 57.88 |
| 2022-06-30 | $392k | 6.5k | 60.34 |
| 2022-03-31 | $515k | 6.7k | 76.34 |
| 2021-12-31 | $585k | 7.0k | 83.74 |
| 2021-09-30 | $516k | 7.0k | 73.86 |
| 2021-06-30 | $508k | 7.0k | 72.72 |
| 2021-03-31 | $455k | 7.0k | 65.13 |
| 2020-12-31 | $667k | 11k | 63.16 |
| 2020-09-30 | $1.2M | 5.4k | 230.90 |
| 2020-06-30 | $1.1M | 5.4k | 205.01 |
| 2020-03-31 | $873k | 5.3k | 164.89 |
| 2019-12-31 | $1.2M | 5.9k | 193.78 |
| 2019-09-30 | $969k | 5.4k | 180.03 |
| 2019-06-30 | $966k | 5.4k | 179.47 |
| 2019-03-31 | $946k | 5.5k | 172.60 |
| 2018-12-31 | $828k | 5.5k | 150.53 |
| 2018-09-30 | $976k | 5.5k | 177.37 |
| 2018-06-30 | $902k | 5.6k | 162.56 |
| 2018-03-31 | $398k | 2.6k | 154.86 |
| 2017-12-31 | $306k | 2.0k | 152.62 |
| 2017-09-30 | $417k | 2.9k | 143.64 |
| 2017-06-30 | $492k | 3.6k | 136.87 |
| 2017-03-31 | $295k | 2.2k | 131.34 |
| 2016-12-31 | $395k | 3.2k | 122.00 |
| 2016-09-30 | $395k | 3.2k | 122.00 |
| 2016-06-30 | $280k | 2.4k | 116.72 |
| 2016-03-31 | $302k | 2.6k | 116.02 |
| 2015-12-31 | $377k | 3.3k | 115.86 |
| 2015-09-30 | $466k | 4.3k | 107.77 |
| 2015-06-30 | $518k | 4.5k | 113.87 |
| 2015-03-31 | $543k | 4.8k | 113.86 |
| 2014-12-31 | $547k | 4.9k | 111.54 |
| 2014-09-30 | $540k | 5.1k | 106.85 |
| 2014-06-30 | $532k | 5.1k | 105.26 |
| 2014-03-31 | $505k | 5.1k | 99.92 |
| 2013-12-31 | $499k | 5.1k | 98.73 |
| 2013-09-30 | $494k | 5.5k | 89.35 |
| 2013-06-30 | $425k | 5.1k | 84.09 |
More positions owned by Blue Bell Private Wealth Management
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