iShares S&P 500 Growth Index shares owned by Compass Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass 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 Compass Wealth Management 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 Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $110k | 1.2k | 95.75 |
| 2024-06-30 | $200k | 2.2k | 92.54 |
| 2024-03-31 | $182k | 2.2k | 84.44 |
| 2023-12-31 | $162k | 2.2k | 75.10 |
| 2023-09-30 | $24k | 352 | 68.42 |
| 2023-06-30 | $25k | 352 | 70.48 |
| 2023-03-31 | $23k | 352 | 63.89 |
| 2022-12-31 | $21k | 352 | 58.50 |