iShares S&P 500 Growth Index shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40k | 414 | 95.80 |
| 2024-06-30 | $38k | 406 | 92.71 |
| 2024-03-31 | $34k | 400 | 84.55 |
| 2023-12-31 | $21k | 275 | 75.17 |
| 2023-09-30 | $18k | 266 | 68.58 |
| 2023-06-30 | $19k | 262 | 70.65 |
| 2023-03-31 | $18k | 277 | 63.96 |
| 2022-12-31 | $16k | 275 | 58.18 |
| 2022-09-30 | $16k | 275 | 58.18 |
| 2022-06-30 | $13k | 207 | 62.80 |
| 2022-03-31 | $5.0k | 64 | 78.13 |
| 2021-12-31 | $5.0k | 57 | 87.72 |
More positions owned by CarsonAllaria Wealth Management
View all positions for CarsonAllaria Wealth Management