iShares S&P 500 Growth Index shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners 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 Cfm Wealth Partners 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 Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 12k | 101.53 |
| 2024-09-30 | $1.1M | 11k | 95.75 |
| 2024-06-30 | $999k | 11k | 92.54 |
| 2024-03-31 | $885k | 11k | 84.44 |
| 2023-12-31 | $809k | 11k | 75.10 |
| 2023-09-30 | $720k | 11k | 68.42 |
| 2023-06-30 | $782k | 11k | 70.48 |
| 2023-03-31 | $691k | 11k | 63.89 |
| 2022-12-31 | $760k | 13k | 58.50 |
| 2022-09-30 | $763k | 13k | 57.82 |
| 2022-06-30 | $547k | 9.1k | 60.32 |
| 2020-06-30 | $64k | 309 | 207.12 |
| 2020-03-31 | $78k | 475 | 164.21 |
| 2019-12-31 | $96k | 475 | 202.11 |