iShares S&P 500 Growth Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35M | 471k | 75.10 |
| 2023-09-30 | $33M | 476k | 68.42 |
| 2023-06-30 | $34M | 485k | 70.48 |
| 2023-03-31 | $31M | 489k | 63.89 |
| 2022-12-31 | $29M | 489k | 58.50 |
| 2022-09-30 | $28M | 489k | 57.85 |
| 2022-06-30 | $30M | 494k | 60.35 |
| 2022-03-31 | $38M | 493k | 76.38 |
| 2021-12-31 | $41M | 493k | 83.67 |
| 2021-09-30 | $39M | 531k | 73.91 |
| 2021-06-30 | $40M | 549k | 72.73 |
| 2021-03-31 | $7.1M | 59k | 119.44 |
| 2020-12-31 | $38M | 595k | 63.82 |
| 2020-09-30 | $35M | 153k | 231.08 |
| 2020-06-30 | $33M | 157k | 207.49 |
| 2020-03-31 | $29M | 173k | 165.05 |
| 2019-12-31 | $34M | 174k | 193.64 |
| 2019-09-30 | $32M | 176k | 180.03 |
| 2019-06-30 | $31M | 171k | 179.24 |
| 2019-03-31 | $336k | 2.0k | 172.22 |
| 2018-12-31 | $297k | 2.0k | 150.68 |
| 2018-09-30 | $366k | 2.1k | 177.67 |
| 2018-06-30 | $337k | 2.1k | 163.59 |
| 2018-03-31 | $312k | 2.1k | 151.46 |
| 2017-12-31 | $325k | 2.1k | 157.77 |
| 2017-09-30 | $323k | 2.2k | 145.36 |
| 2017-06-30 | $311k | 2.3k | 137.37 |
| 2017-03-31 | $297k | 2.3k | 131.18 |
| 2016-12-31 | $282k | 2.3k | 124.56 |
| 2016-09-30 | $265k | 2.2k | 121.00 |
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