iShares S&P 500 Growth Index shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 65k | 120.72 |
| 2025-06-30 | $7.3M | 66k | 110.10 |
| 2025-03-31 | $6.1M | 65k | 92.83 |
| 2024-12-31 | $6.1M | 60k | 101.53 |
| 2024-09-30 | $6.5M | 68k | 95.75 |
| 2024-06-30 | $7.4M | 80k | 92.30 |
| 2024-03-31 | $5.4M | 64k | 84.44 |
| 2023-12-31 | $4.0M | 53k | 75.10 |
| 2023-09-30 | $3.3M | 49k | 68.25 |
| 2023-06-30 | $2.8M | 40k | 70.48 |
| 2023-03-31 | $2.9B | 46k | 64096.00 |
| 2022-12-31 | $3.2M | 51k | 63.15 |
| 2022-03-31 | $11M | 164k | 68.09 |
| 2021-12-31 | $13M | 166k | 76.60 |
| 2021-09-30 | $15M | 182k | 83.15 |
| 2021-06-30 | $12M | 156k | 76.08 |
| 2021-03-31 | $11M | 154k | 68.24 |
| 2020-12-31 | $10M | 152k | 65.99 |
| 2020-09-30 | $10M | 170k | 60.20 |
| 2020-06-30 | $7.5M | 33k | 230.37 |
| 2020-03-31 | $6.2M | 33k | 188.48 |
| 2019-12-31 | $7.2M | 34k | 209.42 |
| 2019-09-30 | $7.0M | 38k | 186.17 |
| 2019-06-30 | $7.0M | 39k | 180.37 |
| 2019-03-31 | $7.5M | 43k | 175.44 |
| 2018-12-31 | $7.3M | 44k | 166.67 |
| 2018-09-30 | $6.9M | 44k | 156.27 |
| 2018-06-30 | $6.4M | 40k | 162.62 |
| 2018-03-31 | $5.0M | 32k | 155.07 |
| 2017-12-31 | $3.6M | 23k | 152.77 |
| 2017-09-30 | $18M | 128k | 143.42 |
| 2017-06-30 | $17M | 126k | 136.85 |
| 2017-03-31 | $970k | 7.4k | 131.22 |
| 2016-09-30 | $12M | 96k | 120.83 |
| 2016-06-30 | $1.1k | 9.7k | 0.12 |
| 2015-12-31 | $682k | 12k | 57.59 |
| 2015-06-30 | $360k | 3.2k | 113.71 |
| 2015-03-31 | $377k | 3.4k | 112.00 |