iShares S&P 500 Growth Index shares owned by Focused Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused 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 Focused 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 Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 11k | 120.72 |
| 2025-06-30 | $1.2M | 11k | 110.10 |
| 2025-03-31 | $1.0M | 11k | 92.83 |
| 2024-12-31 | $1.1M | 11k | 101.53 |
| 2024-09-30 | $1.1M | 11k | 95.75 |
| 2024-06-30 | $1.0M | 11k | 92.54 |
| 2024-03-31 | $989k | 12k | 84.44 |
| 2023-12-31 | $879k | 12k | 75.10 |
| 2023-09-30 | $801k | 12k | 68.42 |
| 2023-06-30 | $822k | 12k | 70.48 |
| 2023-03-31 | $745k | 12k | 63.89 |
| 2022-12-31 | $682k | 12k | 58.50 |
| 2022-09-30 | $674k | 12k | 57.83 |
| 2022-06-30 | $703k | 12k | 60.32 |
| 2022-03-31 | $890k | 12k | 76.38 |
| 2021-12-31 | $975k | 12k | 83.67 |
| 2021-09-30 | $861k | 12k | 73.89 |
| 2021-06-30 | $847k | 12k | 72.69 |
| 2021-03-31 | $759k | 12k | 65.14 |
| 2020-12-31 | $744k | 12k | 63.85 |
| 2020-09-30 | $687k | 3.0k | 230.92 |
| 2020-06-30 | $617k | 3.0k | 207.40 |
| 2020-03-31 | $491k | 3.0k | 165.04 |
| 2019-12-31 | $601k | 3.1k | 193.75 |
| 2019-09-30 | $558k | 3.1k | 179.94 |
| 2019-06-30 | $566k | 3.2k | 179.23 |
| 2019-03-31 | $544k | 3.2k | 172.32 |
| 2018-12-31 | $590k | 3.9k | 150.59 |
| 2018-09-30 | $722k | 4.1k | 177.26 |
| 2018-06-30 | $636k | 3.9k | 162.70 |
| 2018-03-31 | $642k | 4.1k | 155.07 |
| 2017-12-31 | $720k | 4.7k | 152.70 |
| 2017-09-30 | $759k | 5.3k | 143.40 |
| 2017-06-30 | $664k | 4.8k | 136.96 |
| 2017-03-31 | $660k | 5.0k | 131.58 |
| 2016-12-31 | $766k | 6.3k | 121.78 |
| 2016-09-30 | $780k | 6.4k | 121.61 |
| 2016-06-30 | $754k | 6.5k | 116.54 |
| 2016-03-31 | $847k | 7.3k | 115.93 |
| 2015-12-31 | $3.6M | 31k | 115.81 |
| 2015-09-30 | $3.4M | 32k | 107.81 |
| 2015-06-30 | $3.6M | 32k | 113.87 |
| 2015-03-31 | $3.6M | 32k | 113.95 |
| 2014-12-31 | $3.3M | 30k | 111.61 |
| 2014-09-30 | $3.1M | 30k | 106.82 |
| 2014-06-30 | $3.1M | 30k | 105.20 |
| 2014-03-31 | $3.1M | 31k | 99.83 |
| 2013-12-31 | $3.2M | 33k | 98.75 |
| 2013-09-30 | $3.0M | 33k | 89.37 |