iShares S&P 500 Growth Index shares owned by Core Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Core Wealth Management
from 13F filings
Historical chart of Core 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 Core 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 Core Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $287k | 3.1k | 92.54 |
| 2024-06-30 | $287k | 3.1k | 92.54 |
| 2024-03-31 | $262k | 3.1k | 84.44 |
| 2023-12-31 | $233k | 3.1k | 75.10 |
| 2023-09-30 | $212k | 3.1k | 68.42 |
| 2023-06-30 | $218k | 3.1k | 70.48 |