iShares S&P 500 Growth Index shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood 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 Dogwood 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 Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 137 | 120.72 |
| 2025-06-30 | $15k | 137 | 109.90 |
| 2025-03-31 | $49k | 529 | 92.83 |
| 2024-12-31 | $78k | 763 | 101.53 |
| 2024-09-30 | $4.1M | 43k | 95.75 |
| 2024-06-30 | $4.1M | 45k | 92.54 |
| 2024-03-31 | $5.0M | 59k | 84.44 |
| 2023-12-31 | $4.2M | 56k | 75.10 |