iShares S&P 500 Growth Index shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake 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 Chesapeake 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 Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $278k | 3.0k | 92.54 |
| 2024-03-31 | $266k | 3.2k | 84.44 |
| 2023-12-31 | $248k | 3.3k | 75.10 |
| 2023-09-30 | $226k | 3.3k | 68.42 |
| 2023-06-30 | $253k | 3.6k | 70.48 |
| 2023-03-31 | $303k | 4.7k | 63.89 |
| 2022-12-31 | $278k | 4.7k | 58.50 |
| 2022-09-30 | $281k | 4.9k | 57.82 |
| 2022-06-30 | $294k | 4.9k | 60.37 |
| 2022-03-31 | $375k | 4.9k | 76.37 |
| 2021-12-31 | $414k | 5.0k | 83.64 |
| 2021-09-30 | $386k | 5.2k | 73.88 |
| 2021-06-30 | $404k | 5.6k | 72.73 |
| 2021-03-31 | $371k | 5.7k | 65.14 |
| 2020-12-31 | $386k | 6.1k | 63.80 |
| 2020-09-30 | $374k | 1.6k | 230.86 |
| 2020-06-30 | $336k | 1.6k | 207.41 |
| 2020-03-31 | $267k | 1.6k | 164.81 |
| 2019-12-31 | $315k | 1.6k | 193.85 |
| 2019-09-30 | $293k | 1.6k | 180.31 |
| 2019-06-30 | $291k | 1.6k | 179.08 |
| 2019-03-31 | $284k | 1.6k | 172.64 |
| 2018-12-31 | $244k | 1.6k | 150.54 |
| 2018-09-30 | $300k | 1.7k | 177.08 |
| 2018-06-30 | $275k | 1.7k | 162.50 |
| 2018-03-31 | $250k | 1.6k | 155.33 |
More positions owned by Chesapeake Wealth Management
View all positions for Chesapeake Wealth Management