iShares S&P 500 Growth Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 100k | 84.44 |
| 2023-12-31 | $4.2M | 56k | 75.10 |
| 2023-09-30 | $3.0M | 44k | 68.42 |
| 2023-06-30 | $232k | 3.2k | 71.68 |
| 2021-06-30 | $306k | 4.2k | 72.82 |
| 2021-03-31 | $481k | 7.4k | 65.12 |
| 2020-12-31 | $482k | 7.6k | 63.82 |
| 2020-09-30 | $442k | 1.9k | 231.05 |
| 2020-06-30 | $413k | 2.0k | 207.43 |
| 2020-03-31 | $398k | 2.4k | 164.87 |
| 2019-12-31 | $739k | 3.8k | 193.76 |
| 2019-09-30 | $673k | 3.7k | 179.99 |
| 2019-06-30 | $665k | 3.7k | 179.34 |
| 2019-03-31 | $670k | 3.9k | 172.41 |
| 2018-12-31 | $493k | 3.3k | 150.58 |
| 2018-09-30 | $459k | 2.6k | 177.36 |
| 2018-06-30 | $424k | 2.6k | 162.51 |