iShares S&P 500 Growth Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $587k | 4.9k | 120.72 |
| 2025-06-30 | $535k | 4.9k | 110.10 |
| 2025-03-31 | $846k | 9.1k | 92.83 |
| 2024-12-31 | $921k | 9.1k | 101.54 |
| 2024-09-30 | $831k | 8.7k | 95.75 |
| 2024-06-30 | $789k | 8.5k | 92.54 |
| 2024-03-31 | $690k | 8.2k | 84.44 |
| 2023-12-31 | $703k | 9.4k | 75.10 |
| 2023-09-30 | $655k | 9.6k | 68.42 |
| 2023-06-30 | $598k | 8.5k | 70.48 |
| 2023-03-31 | $171k | 2.7k | 63.88 |
| 2022-12-31 | $87k | 1.5k | 58.49 |
| 2022-09-30 | $108k | 1.9k | 57.72 |
| 2022-06-30 | $154k | 2.5k | 60.53 |
| 2022-03-31 | $225k | 3.0k | 76.25 |
| 2021-12-31 | $290k | 3.5k | 83.53 |
| 2021-09-30 | $232k | 3.1k | 73.74 |
| 2021-06-30 | $191k | 2.6k | 72.76 |
| 2021-03-31 | $61k | 931 | 65.52 |
| 2017-12-31 | $5.0k | 36 | 138.89 |
| 2017-09-30 | $5.0k | 36 | 138.89 |