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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All positions including iShares S&P 500 Growth Index held by Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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