iShares S&P 500 Growth Index shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak 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 Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $529k | 5.5k | 95.75 |
| 2024-06-30 | $511k | 5.5k | 92.54 |
| 2024-03-31 | $466k | 5.5k | 84.44 |
| 2023-12-31 | $415k | 5.5k | 75.10 |
| 2023-09-30 | $378k | 5.5k | 68.42 |
| 2023-06-30 | $389k | 5.5k | 70.48 |
| 2023-03-31 | $353k | 5.5k | 63.89 |
| 2022-12-31 | $323k | 5.5k | 58.50 |
| 2022-09-30 | $319k | 5.5k | 57.75 |
| 2022-06-30 | $333k | 5.5k | 60.28 |
| 2022-03-31 | $421k | 5.5k | 76.21 |
| 2021-12-31 | $462k | 5.5k | 83.64 |
| 2021-09-30 | $617k | 8.4k | 73.86 |
| 2021-06-30 | $607k | 8.4k | 72.66 |
| 2021-03-31 | $716k | 11k | 65.02 |
| 2020-12-31 | $702k | 11k | 63.75 |
| 2020-09-30 | $636k | 2.8k | 231.02 |
| 2020-06-30 | $571k | 2.8k | 207.41 |
| 2020-03-31 | $454k | 2.8k | 164.91 |
| 2019-12-31 | $533k | 2.8k | 193.61 |
| 2019-09-30 | $483k | 2.7k | 179.89 |
| 2019-06-30 | $481k | 2.7k | 179.14 |
| 2019-03-31 | $766k | 4.4k | 172.21 |
| 2018-12-31 | $666k | 4.4k | 150.47 |
More positions owned by Brandywine Oak Private Wealth
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