iShares S&P 500 Growth Index shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $763k | 8.0k | 95.75 |
| 2024-06-30 | $737k | 8.0k | 92.54 |
| 2024-03-31 | $673k | 8.0k | 84.44 |
| 2023-12-31 | $813k | 11k | 75.10 |
| 2023-09-30 | $740k | 11k | 68.42 |
| 2023-06-30 | $1.1M | 15k | 70.48 |
| 2023-03-31 | $984k | 15k | 63.89 |
| 2022-12-31 | $913k | 16k | 58.50 |
| 2022-09-30 | $903k | 16k | 57.88 |
| 2022-06-30 | $941k | 16k | 60.32 |
| 2022-03-31 | $2.0M | 24k | 83.69 |
| 2021-12-31 | $2.0M | 24k | 83.69 |
| 2021-09-30 | $1.8M | 24k | 73.90 |
| 2021-06-30 | $1.8M | 24k | 72.74 |
| 2021-03-31 | $1.7M | 27k | 65.09 |
| 2020-12-31 | $1.7M | 27k | 63.82 |