iShares S&P 500 Growth Index shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $324k | 3.2k | 101.54 |
| 2024-09-30 | $305k | 3.2k | 95.76 |
| 2024-06-30 | $295k | 3.2k | 92.55 |
| 2024-03-31 | $269k | 3.2k | 84.45 |
| 2023-12-31 | $239k | 3.2k | 75.11 |
| 2023-09-30 | $218k | 3.2k | 68.43 |
| 2023-06-30 | $225k | 3.2k | 70.49 |
| 2023-03-31 | $204k | 3.2k | 63.90 |
| 2022-12-31 | $186k | 3.2k | 58.49 |
| 2022-09-30 | $426k | 7.4k | 57.89 |
| 2022-03-31 | $240k | 3.1k | 76.53 |
| 2021-12-31 | $262k | 3.1k | 83.57 |
More positions owned by Cassady Schiller Wealth Management
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