iShares S&P 500 Growth Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.0M | 22k | 92.83 |
| 2024-12-31 | $2.2M | 22k | 101.53 |
| 2024-09-30 | $2.1M | 22k | 95.75 |
| 2024-06-30 | $2.0M | 21k | 92.54 |
| 2024-03-31 | $1.7M | 20k | 84.44 |
| 2023-12-31 | $1.5M | 20k | 75.10 |
| 2023-09-30 | $1.3M | 19k | 66.77 |
| 2023-06-30 | $1.8M | 26k | 70.48 |
| 2023-03-31 | $1.7M | 26k | 63.89 |
| 2022-12-31 | $1.4M | 24k | 58.50 |
| 2022-09-30 | $1.7M | 29k | 57.84 |
| 2022-06-30 | $1.2M | 21k | 60.36 |
| 2022-03-31 | $1.9M | 25k | 76.37 |
| 2021-12-31 | $1.6M | 19k | 83.66 |
| 2021-09-30 | $1.4M | 19k | 73.89 |
| 2021-06-30 | $1.4M | 19k | 72.75 |
| 2021-03-31 | $1.3M | 19k | 65.11 |
| 2020-12-31 | $1.2M | 19k | 63.80 |
| 2020-09-30 | $1.2M | 5.0k | 231.19 |
| 2020-06-30 | $1.0M | 5.0k | 207.40 |
| 2020-03-31 | $818k | 5.0k | 164.92 |
| 2019-12-31 | $862k | 4.5k | 193.62 |
More positions owned by Carolinas Wealth Consulting
View all positions for Carolinas Wealth Consulting