iShares S&P 500 Growth Index shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $197k | 1.6k | 120.71 |
| 2025-06-30 | $186k | 1.7k | 110.09 |
| 2025-03-31 | $191k | 2.1k | 92.82 |
| 2024-12-31 | $247k | 2.4k | 101.52 |
| 2024-09-30 | $191k | 2.0k | 95.74 |
| 2024-06-30 | $151k | 1.6k | 92.53 |
| 2024-03-31 | $138k | 1.6k | 84.43 |
| 2023-12-31 | $57k | 759 | 75.10 |
| 2023-09-30 | $52k | 754 | 68.44 |
| 2023-06-30 | $53k | 754 | 70.48 |
| 2023-03-31 | $69k | 1.1k | 63.89 |
| 2022-12-31 | $22k | 380 | 58.50 |
| 2022-09-30 | $22k | 380 | 57.89 |
| 2022-06-30 | $71k | 1.2k | 60.17 |
| 2022-03-31 | $155k | 2.0k | 76.58 |
| 2021-12-31 | $169k | 2.0k | 83.50 |
| 2021-09-30 | $150k | 2.0k | 74.11 |
| 2021-06-30 | $147k | 2.0k | 72.63 |