iShares S&P 500 Growth Index shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Daymark Wealth Partners 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 Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 40k | 120.72 |
| 2025-06-30 | $4.2M | 39k | 110.10 |
| 2025-03-31 | $3.5M | 38k | 92.83 |
| 2024-12-31 | $3.8M | 38k | 101.53 |
| 2024-09-30 | $3.6M | 37k | 95.75 |
| 2023-06-30 | $217k | 3.1k | 70.47 |
| 2023-03-31 | $225k | 3.5k | 63.90 |