iShares S&P 500 Growth Index shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners 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 Corepath Wealth Partners 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 Corepath Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $430k | 5.9k | 72.98 |
| 2023-09-30 | $412k | 5.9k | 69.78 |
| 2023-06-30 | $423k | 5.9k | 71.68 |
| 2023-03-31 | $380k | 5.9k | 64.36 |
| 2022-12-31 | $345k | 5.9k | 58.53 |
| 2022-09-30 | $346k | 5.9k | 58.66 |
| 2022-06-30 | $362k | 5.9k | 61.38 |
| 2022-03-31 | $413k | 5.9k | 70.02 |
| 2021-12-31 | $500k | 6.2k | 80.03 |
| 2021-09-30 | $468k | 6.3k | 74.13 |
| 2021-06-30 | $484k | 6.3k | 76.24 |
| 2021-03-31 | $437k | 6.3k | 68.84 |
| 2020-12-31 | $432k | 6.8k | 63.88 |