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iShares S&P 500 Growth Index shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services 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 Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 137k 94.41
2024-06-30 $14M 142k 95.97
2024-03-31 $4.2M 56k 75.10
2023-12-31 $4.2M 56k 75.10
2023-09-30 $1.5M 22k 68.42
2017-03-31 $9.5M 73k 131.23
2015-12-31 $1.6M 14k 115.78
2015-09-30 $1.0M 9.6k 107.79
2015-06-30 $11k 101 108.91
2015-03-31 $16k 141 113.48
2014-12-31 $911k 8.2k 111.56