iShares S&P 500 Growth Index shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 11k | 120.71 |
| 2025-06-30 | $1.2M | 11k | 110.10 |
| 2025-03-31 | $1.0M | 11k | 92.83 |
| 2024-12-31 | $1.2M | 12k | 101.53 |
| 2024-09-30 | $1.1M | 11k | 95.75 |
| 2024-06-30 | $1.1M | 11k | 92.54 |
| 2024-03-31 | $965k | 11k | 84.44 |
| 2023-12-31 | $858k | 11k | 75.10 |
| 2023-09-30 | $796k | 12k | 68.42 |
| 2023-06-30 | $820k | 12k | 70.48 |
| 2023-03-31 | $757k | 12k | 63.89 |
| 2022-12-31 | $693k | 12k | 58.50 |
| 2022-09-30 | $685k | 12k | 57.82 |
| 2022-06-30 | $715k | 12k | 60.35 |
| 2022-03-31 | $905k | 12k | 76.40 |
| 2021-12-31 | $1.2M | 14k | 83.69 |
| 2021-09-30 | $1.0M | 14k | 73.89 |
| 2021-06-30 | $1.1M | 14k | 74.66 |
| 2021-03-31 | $955k | 14k | 67.37 |
| 2020-12-31 | $913k | 14k | 64.47 |