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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All positions including iShares S&P 500 Growth Index held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Carolinas Wealth Consulting
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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