iShares S&P 500 Growth Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $809k | 11k | 75.10 |
| 2023-09-30 | $727k | 11k | 68.42 |
| 2023-06-30 | $749k | 11k | 70.48 |
| 2023-03-31 | $667k | 10k | 63.89 |
| 2022-12-31 | $369k | 6.3k | 58.50 |
| 2022-09-30 | $427k | 7.4k | 57.89 |
| 2022-06-30 | $461k | 7.6k | 60.31 |
| 2022-03-31 | $713k | 9.3k | 76.34 |
| 2021-12-31 | $738k | 8.8k | 83.67 |
| 2021-09-30 | $632k | 8.6k | 73.90 |
| 2020-09-30 | $233k | 1.0k | 230.92 |
| 2019-12-31 | $205k | 1.1k | 193.95 |
| 2019-06-30 | $484k | 2.7k | 179.33 |
| 2019-03-31 | $390k | 2.3k | 172.19 |
| 2018-12-31 | $341k | 2.3k | 150.55 |
| 2018-09-30 | $401k | 2.3k | 177.04 |
| 2018-06-30 | $368k | 2.3k | 162.47 |
| 2018-03-31 | $351k | 2.3k | 154.97 |
| 2017-12-31 | $363k | 2.4k | 152.84 |
| 2017-09-30 | $341k | 2.4k | 143.58 |
| 2017-06-30 | $284k | 2.1k | 136.87 |
| 2017-03-31 | $619k | 4.7k | 131.56 |
| 2016-12-31 | $610k | 5.0k | 121.88 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management